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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 | $95,015 | $232,540-59.1% | $185,117-48.7% | $147,585-35.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 15.75% | 43.03%-27.3pp | 40.50%-24.7pp | 578.58%-562.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,700 | $5,834-70.9% | $5,045-66.3% | $5,439-68.7% |
| Admin fee / account holder | $3,134 | $10,275-69.5% | $8,159-61.6% | $10,886-71.2% |