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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 | $135,581 | $182,442-25.7% | $163,379-17.0% | $138,895-2.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 17.88% | 72.74%-54.9pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,960 | $6,817-56.6% | $6,282-52.9% | $6,396-53.7% |
| Admin fee / account holder | $7,021 | $10,396-32.5% | $9,818-28.5% | $12,562-44.1% |