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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 | $75,400 | $105,931-28.8% | $81,930-8.0% | $158,931-52.6% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 12.83% | 38.17%-25.3pp | 29.49%-16.7pp | 302.86%-290.0pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,077 | $13,003-61.0% | $7,107-28.6% | $5,982-15.1% |
| Admin fee / account holder | $682 | $8,489-92.0% | $5,158-86.8% | $11,247-93.9% |