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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 | $78,490 | $124,980-37.2% | $108,359-27.6% | $154,746-49.3% |
| Participation rate | 46.2% | 75.2%-29.0pp | 70.1%-24.0pp | 80.7%-34.5pp |
| Annual return | 17.47% | 45.00%-27.5pp | 36.89%-19.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,221 | $4,743+31.2% | $4,137+50.4% | $6,730-7.6% |
| Admin fee / account holder | $768 | $11,502-93.3% | $9,741-92.1% | $14,365-94.7% |