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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 | $112,457 | $172,111-34.7% | $150,298-25.2% | $137,256-18.1% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 12.20% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,710 | $6,166-39.8% | $5,453-32.0% | $6,407-42.1% |
| Admin fee / account holder | $2,177 | $16,471-86.8% | $14,116-84.6% | $12,270-82.3% |