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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 | $93,419 | $103,393-9.6% | $87,103+7.3% | $152,909-38.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 28.07% | 28.10%0pp | 28.19%-0.1pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,616 | $4,778+59.4% | $4,049+88.1% | $5,851+30.2% |
| Admin fee / account holder | $6,080 | $12,195-50.1% | $7,491-18.8% | $11,601-47.6% |