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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 | $67,992 | $135,956-50.0% | $123,894-45.1% | $273,972-75.2% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 5.49% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,303 | $6,343-0.6% | $5,984+5.3% | $5,287+19.2% |
| Admin fee / account holder | $7,002 | $9,817-28.7% | $8,357-16.2% | $10,133-30.9% |