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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 | $90,819 | $199,109-54.4% | $173,730-47.7% | $154,746-41.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 20.86% | 20.02%+0.8pp | 19.96%+0.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,757 | $7,113-19.1% | $6,326-9.0% | $6,730-14.5% |
| Admin fee / account holder | $3,766 | $20,916-82.0% | $17,523-78.5% | $14,365-73.8% |