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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 | $87,494 | $201,259-56.5% | $184,200-52.5% | $145,959-40.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 12.59% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,751 | $9,806-21.0% | $9,132-15.1% | $6,689+15.9% |
| Admin fee / account holder | $932 | $16,372-94.3% | $13,907-93.3% | $13,398-93.0% |