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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 | $106,819 | $172,111-37.9% | $150,298-28.9% | $137,256-22.2% |
| Participation rate | 41.2% | 81.7%-40.5pp | 77.8%-36.6pp | 80.0%-38.8pp |
| Annual return | 13.95% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,760 | $6,166-39.0% | $5,453-31.0% | $6,407-41.3% |
| Admin fee / account holder | $966 | $16,471-94.1% | $14,116-93.2% | $12,270-92.1% |