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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 | $88,031 | $107,809-18.3% | $97,032-9.3% | $155,188-43.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 14.14% | 38.06%-23.9pp | 35.38%-21.2pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,192 | $5,129-76.8% | $4,672-74.5% | $6,531-81.8% |
| Admin fee / account holder | $468 | $10,717-95.6% | $9,418-95.0% | $14,480-96.8% |