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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 | $94,760 | $118,496-20.0% | $98,461-3.8% | $139,466-32.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 18.16% | 18.96%-0.8pp | 21.17%-3.0pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,327 | $5,393+202.7% | $4,738+244.6% | $6,712+143.3% |
| Admin fee / account holder | $4,168 | $14,056-70.3% | $8,961-53.5% | $11,409-63.5% |