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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 | $136,560 | $211,224-35.3% | $178,505-23.5% | $145,897-6.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.72% | 30.28%-16.6pp | 27.16%-13.4pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,397 | $6,966-51.2% | $6,280-45.9% | $6,689-49.2% |
| Admin fee / account holder | $924 | $12,109-92.4% | $10,428-91.1% | $13,390-93.1% |