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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 | $134,714 | $182,442-26.2% | $163,379-17.5% | $138,895-3.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.8%-32.4pp | 79.9%-35.5pp |
| Annual return | 12.85% | 72.74%-59.9pp | 63.41%-50.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,801 | $6,817-0.2% | $6,282+8.3% | $6,396+6.3% |
| Admin fee / account holder | $5,576 | $10,396-46.4% | $9,818-43.2% | $12,562-55.6% |