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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 | $88,086 | $182,442-51.7% | $163,379-46.1% | $138,895-36.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 13.00% | 72.74%-59.7pp | 63.41%-50.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,890 | $6,817-42.9% | $6,282-38.1% | $6,396-39.2% |
| Admin fee / account holder | $1,135 | $10,396-89.1% | $9,818-88.4% | $12,562-91.0% |