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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 | $138,246 | $105,856+30.6% | $90,161+53.3% | $147,586-6.3% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 15.51% | 37.63%-22.1pp | 34.89%-19.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,299 | $5,733-25.0% | $5,287-18.7% | $5,439-21.0% |
| Admin fee / account holder | $1,114 | $8,046-86.2% | $5,943-81.3% | $10,886-89.8% |