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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 | $60,610 | $100,970-40.0% | $96,576-37.2% | $137,256-55.8% |
| Participation rate | 4.5% | 82.6%-78.1pp | 81.4%-76.9pp | 80.0%-75.4pp |
| Annual return | 17.02% | 38.16%-21.1pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $969 | $11,312-91.4% | $11,381-91.5% | $12,270-92.1% |