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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 | $59,754 | $182,442-67.2% | $163,379-63.4% | $138,895-57.0% |
| Participation rate | 58.3% | 79.8%-21.4pp | 76.8%-18.5pp | 79.9%-21.6pp |
| Annual return | 13.72% | 72.74%-59.0pp | 63.41%-49.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,116 | $6,817+4.4% | $6,282+13.3% | $6,396+11.3% |
| Admin fee / account holder | $6,295 | $10,396-39.4% | $9,818-35.9% | $12,562-49.9% |