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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 | $88,985 | $111,814-20.4% | $103,378-13.9% | $145,978-39.0% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.7pp |
| Annual return | 12.53% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,970 | $5,618-64.9% | $5,058-61.0% | $6,690-70.5% |
| Admin fee / account holder | $612 | $9,764-93.7% | $8,401-92.7% | $13,400-95.4% |