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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 | $78,503 | $110,410-28.9% | $102,437-23.4% | $145,897-46.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 17.79% | 24.85%-7.1pp | 24.95%-7.2pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,148 | $5,622-44.0% | $5,060-37.8% | $6,689-52.9% |
| Admin fee / account holder | $817 | $9,745-91.6% | $8,388-90.3% | $13,390-93.9% |