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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 | $78,640 | $211,105-62.7% | $178,449-55.9% | $145,978-46.1% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 16.56% | 30.19%-13.6pp | 27.09%-10.5pp | 550.52%-534.0pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,665 | $6,959+10.1% | $6,277+22.1% | $6,690+14.6% |
| Admin fee / account holder | $762 | $12,017-93.7% | $10,362-92.6% | $13,400-94.3% |