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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 | $61,506 | $96,558-36.3% | $80,977-24.0% | $273,972-77.6% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 9.27% | 15.14%-5.9pp | 17.11%-7.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,176 | $6,598-36.7% | $5,696-26.7% | $5,287-21.0% |
| Admin fee / account holder | $814 | $7,493-89.1% | $5,517-85.2% | $10,133-92.0% |