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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 | $84,730 | $154,228-45.1% | $145,433-41.7% | $137,256-38.3% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,689 | $8,216-55.1% | $7,897-53.3% | $6,407-42.4% |
| Admin fee / account holder | $7,208 | $14,344-49.7% | $13,129-45.1% | $12,270-41.3% |