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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 | $90,789 | $199,109-54.4% | $173,730-47.7% | $154,746-41.3% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.6%-15.3pp | 80.7%-16.4pp |
| Annual return | 13.01% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,551 | $7,113-64.1% | $6,326-59.7% | $6,730-62.1% |
| Admin fee / account holder | $1,853 | $20,916-91.1% | $17,523-89.4% | $14,365-87.1% |