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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 | $86,754 | $153,311-43.4% | $109,313-20.6% | $273,972-68.3% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | 6.47% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,347 | $3,932+61.4% | $3,166+100.5% | $5,287+20.1% |
| Admin fee / account holder | $555 | $8,076-93.1% | $5,666-90.2% | $10,133-94.5% |