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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 | $121,476 | $228,352-46.8% | $185,835-34.6% | $158,966-23.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 19.56% | 40.81%-21.3pp | 35.96%-16.4pp | 302.95%-283.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,975 | $6,416-69.2% | $5,633-64.9% | $5,983-67.0% |
| Admin fee / account holder | $678 | $11,867-94.3% | $9,502-92.9% | $11,250-94.0% |