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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 | $80,482 | $107,666-25.2% | $102,184-21.2% | $154,746-48.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 22.41% | 29.33%-6.9pp | 31.58%-9.2pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,380 | $8,719+19.0% | $8,309+24.9% | $6,730+54.2% |
| Admin fee / account holder | $6,332 | $12,943-51.1% | $11,609-45.5% | $14,365-55.9% |