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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 | $92,395 | $182,442-49.4% | $163,379-43.4% | $138,895-33.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 17.52% | 72.74%-55.2pp | 63.41%-45.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,064 | $6,817+121.0% | $6,282+139.8% | $6,396+135.5% |
| Admin fee / account holder | $771 | $10,396-92.6% | $9,818-92.1% | $12,562-93.9% |