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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 | $77,055 | $118,496-35.0% | $98,461-21.7% | $139,466-44.8% |
| Participation rate | 53.3% | 77.5%-24.1pp | 75.2%-21.8pp | 80.3%-27.0pp |
| Annual return | 17.45% | 18.96%-1.5pp | 21.17%-3.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,805 | $5,393-66.5% | $4,738-61.9% | $6,712-73.1% |
| Admin fee / account holder | $7,524 | $14,056-46.5% | $8,961-16.0% | $11,409-34.1% |