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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 | $80,109 | $81,276-1.4% | $155,574-48.5% | $80,925-1.0% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.7%-26.7pp |
| Annual return | 33.18% | 33.36%-0.2pp | 64.87%-31.7pp | 35.65%-2.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,739 | $3,453-20.7% | $5,629-51.3% | $4,299-36.3% |
| Admin fee / account holder | $5,240 | $7,993-34.4% | $15,914-67.1% | $6,940-24.5% |