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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 | $91,050 | $182,442-50.1% | $163,379-44.3% | $138,895-34.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 22.32% | 72.74%-50.4pp | 63.41%-41.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,398 | $6,817-6.1% | $6,282+1.9% | $6,3960% |
| Admin fee / account holder | $4,780 | $10,396-54.0% | $9,818-51.3% | $12,562-62.0% |