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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 | $81,039 | $192,829-58.0% | $142,516-43.1% | $139,466-41.9% |
| Participation rate | 66.7% | 81.4%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 13.56% | 17.99%-4.4pp | 19.99%-6.4pp | 373.66%-360.1pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,913 | $7,200-45.6% | $6,280-37.7% | $6,712-41.7% |
| Admin fee / account holder | $1,167 | $15,120-92.3% | $10,008-88.3% | $11,409-89.8% |