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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 | $82,340 | $138,312-40.5% | $122,979-33.0% | $155,188-46.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 11.37% | 22.06%-10.7pp | 20.12%-8.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,726 | $5,592-51.3% | $5,003-45.5% | $6,531-58.3% |
| Admin fee / account holder | $1,744 | $15,089-88.4% | $12,864-86.4% | $14,480-88.0% |