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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 | $41,574 | $99,345-58.2% | $84,753-50.9% | $273,972-84.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 15.20% | 22.93%-7.7pp | 22.78%-7.6pp | 41.46%-26.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,396 | $4,270+26.4% | $3,712+45.4% | $5,287+2.1% |
| Admin fee / account holder | $640 | $6,645-90.4% | $5,333-88.0% | $10,133-93.7% |