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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 | $87,672 | $147,556-40.6% | $129,031-32.1% | $198,609-55.9% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 11.08% | 37.41%-26.3pp | 34.67%-23.6pp | 202.70%-191.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,506 | $5,760-21.8% | $5,217-13.6% | $6,977-35.4% |
| Admin fee / account holder | $912 | $15,467-94.1% | $13,208-93.1% | $19,030-95.2% |