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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 | $117,829 | $143,969-18.2% | $199,883-41.1% | $82,637+42.6% |
| Participation rate | 62.1% | 84.1%-22.1pp | 86.8%-24.7pp | 68.1%-6.0pp |
| Annual return | 16.94% | 25.67%-8.7pp | 43.81%-26.9pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,922 | $6,937+57.4% | $9,138+19.5% | $4,126+164.7% |
| Admin fee / account holder | $748 | $14,597-94.9% | $17,268-95.7% | $7,339-89.8% |