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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 | $75,832 | $90,486-16.2% | $78,676-3.6% | $273,972-72.3% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 9.90% | 75.62%-65.7pp | 62.19%-52.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,122 | $3,901-45.6% | $3,517-39.7% | $5,287-59.9% |
| Admin fee / account holder | $557 | $5,263-89.4% | $4,510-87.7% | $10,133-94.5% |