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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 | $41,361 | $182,442-77.3% | $163,379-74.7% | $138,895-70.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 17.03% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,092 | $6,817+4.0% | $6,282+12.9% | $6,396+10.9% |
| Admin fee / account holder | $8,790 | $10,396-15.4% | $9,818-10.5% | $12,562-30.0% |