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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 | $90,214 | $201,372-55.2% | $184,260-51.0% | $145,884-38.2% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 12.93% | 29.04%-16.1pp | 28.84%-15.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,610 | $9,808-53.0% | $9,133-49.5% | $6,690-31.1% |
| Admin fee / account holder | $7,142 | $16,362-56.3% | $13,898-48.6% | $13,392-46.7% |