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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 | $77,298 | $199,109-61.2% | $173,730-55.5% | $154,746-50.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 18.07% | 20.02%-1.9pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,961 | $7,113-2.1% | $6,326+10.0% | $6,730+3.4% |
| Admin fee / account holder | $826 | $20,916-96.1% | $17,523-95.3% | $14,365-94.3% |