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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 | $86,964 | $199,109-56.3% | $173,730-49.9% | $154,746-43.8% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.6%-21.2pp | 80.7%-22.4pp |
| Annual return | 13.67% | 20.02%-6.4pp | 19.96%-6.3pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,058 | $7,113+153.9% | $6,326+185.4% | $6,730+168.3% |
| Admin fee / account holder | $16,515 | $20,916-21.0% | $17,523-5.8% | $14,365+15.0% |