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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 | $71,981 | $108,825-33.9% | $156,181-53.9% | $82,448-12.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 14.44% | 20.59%-6.2pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,611 | $4,577+44.4% | $6,132+7.8% | $4,139+59.7% |
| Admin fee / account holder | $9,619 | $9,341+3.0% | $14,586-34.1% | $7,234+33.0% |