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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 | $105,528 | $105,856-0.3% | $90,161+17.0% | $147,586-28.5% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 16.97% | 37.63%-20.7pp | 34.89%-17.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,828 | $5,733-50.7% | $5,287-46.5% | $5,439-48.0% |
| Admin fee / account holder | $5,979 | $8,046-25.7% | $5,943+0.6% | $10,886-45.1% |