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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 | $64,549 | $106,247-39.2% | $96,515-33.1% | $139,466-53.7% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 22.20% | 38.47%-16.3pp | 35.73%-13.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,186 | $5,456-59.9% | $4,880-55.2% | $6,712-67.4% |
| Admin fee / account holder | $722 | $7,885-90.8% | $6,735-89.3% | $11,409-93.7% |