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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 | $213,785-59.3% | $185,441-53.1% | $155,188-44.0% |
| Participation rate | 58.3% | 83.2%-24.9pp | 80.3%-21.9pp | 80.8%-22.5pp |
| Annual return | 13.67% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,058 | $6,864+163.1% | $6,152+193.5% | $6,531+176.5% |
| Admin fee / account holder | $16,515 | $21,134-21.9% | $17,890-7.7% | $14,480+14.1% |