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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 | $72,893 | $90,486-19.4% | $78,676-7.3% | $273,972-73.4% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 5.97% | 75.62%-69.7pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,883 | $3,901-0.5% | $3,517+10.4% | $5,287-26.6% |
| Admin fee / account holder | $386 | $5,263-92.7% | $4,510-91.4% | $10,133-96.2% |