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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 | $54,678 | $106,267-48.5% | $96,520-43.4% | $139,456-60.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 12.90% | 38.45%-25.6pp | 35.72%-22.8pp | 373.45%-360.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,469 | $5,454+36.9% | $4,879+53.1% | $6,711+11.3% |
| Admin fee / account holder | $976 | $7,882-87.6% | $6,733-85.5% | $11,407-91.4% |