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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 | $77,727 | $99,345-21.8% | $84,753-8.3% | $273,972-71.6% |
| Participation rate | 52.9% | 80.7%-27.8pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 11.02% | 22.93%-11.9pp | 22.78%-11.8pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,169 | $4,270-25.8% | $3,712-14.6% | $5,287-40.1% |
| Admin fee / account holder | $3,582 | $6,645-46.1% | $5,333-32.8% | $10,133-64.7% |