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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 | $110,349 | $152,619-27.7% | $125,195-11.9% | $152,909-27.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 22.54% | 54.85%-32.3pp | 43.79%-21.3pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,361 | $5,869-59.8% | $4,937-52.2% | $5,851-59.6% |
| Admin fee / account holder | $5,874 | $13,437-56.3% | $9,704-39.5% | $11,601-49.4% |