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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 | $88,426 | $182,442-51.5% | $163,379-45.9% | $138,895-36.3% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.8%-49.0pp | 79.9%-52.1pp |
| Annual return | 11.66% | 72.74%-61.1pp | 63.41%-51.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,409 | $6,817-64.7% | $6,282-61.7% | $6,396-62.3% |
| Admin fee / account holder | $4,274 | $10,396-58.9% | $9,818-56.5% | $12,562-66.0% |