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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 | $87,494 | $201,370-56.6% | $184,256-52.5% | $145,897-40.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 12.59% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,751 | $9,808-21.0% | $9,133-15.1% | $6,689+15.9% |
| Admin fee / account holder | $932 | $16,364-94.3% | $13,899-93.3% | $13,390-93.0% |