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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 | $75,566 | $201,370-62.5% | $184,256-59.0% | $145,897-48.2% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 11.48% | 29.05%-17.6pp | 28.85%-17.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,002 | $9,808-59.2% | $9,133-56.2% | $6,689-40.2% |
| Admin fee / account holder | $2,011 | $16,364-87.7% | $13,899-85.5% | $13,390-85.0% |