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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 | $68,638 | $201,344-65.9% | $184,243-62.7% | $145,877-52.9% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 20.47% | 29.01%-8.5pp | 28.82%-8.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,725 | $9,807-0.8% | $9,132+6.5% | $6,691+45.4% |
| Admin fee / account holder | $7,965 | $16,382-51.4% | $13,914-42.8% | $13,402-40.6% |