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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 | $48,174 | $102,609-53.1% | $98,090-50.9% | $138,895-65.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 22.49% | 36.44%-14.0pp | 37.05%-14.6pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,431 | $8,167+3.2% | $7,845+7.5% | $6,396+31.8% |
| Admin fee / account holder | $1,622 | $11,434-85.8% | $11,815-86.3% | $12,562-87.1% |