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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 | $129,578 | $227,566-43.1% | $189,558-31.6% | $167,518-22.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.5%-28.5pp | 82.1%-32.1pp |
| Annual return | 30.14% | 78.43%-48.3pp | 64.19%-34.0pp | 478.71%-448.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,215 | $7,002+3.0% | $6,174+16.9% | $6,342+13.8% |
| Admin fee / account holder | $652 | $11,881-94.5% | $9,809-93.4% | $12,312-94.7% |