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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,977 | $110,278-20.2% | $95,740-8.1% | $139,466-36.9% |
| Participation rate | 68.8% | 75.7%-7.0pp | 72.3%-3.5pp | 80.3%-11.6pp |
| Annual return | 17.25% | 27.19%-9.9pp | 28.41%-11.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,990 | $4,674-57.4% | $4,244-53.1% | $6,712-70.4% |
| Admin fee / account holder | $3,304 | $6,613-50.0% | $5,676-41.8% | $11,409-71.0% |