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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 | $118,723 | $151,427-21.6% | $112,860+5.2% | $154,746-23.3% |
| Participation rate | 66.7% | 69.1%-2.5pp | 66.3%+0.3pp | 80.7%-14.0pp |
| Annual return | 19.46% | 30.95%-11.5pp | 35.26%-15.8pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,396 | $4,285+72.6% | $3,493+111.7% | $6,730+9.9% |
| Admin fee / account holder | $439 | $7,369-94.0% | $6,841-93.6% | $14,365-96.9% |