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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 | $100,970-20.3% | $96,576-16.7% | $137,256-41.4% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 22.41% | 38.16%-15.7pp | 38.47%-16.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,380 | $8,286+25.3% | $7,956+30.5% | $6,407+62.0% |
| Admin fee / account holder | $6,332 | $11,312-44.0% | $11,381-44.4% | $12,270-48.4% |