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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 | $101,557 | $201,370-49.6% | $184,256-44.9% | $145,897-30.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.78% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,200 | $9,808-26.6% | $9,133-21.2% | $6,689+7.6% |
| Admin fee / account holder | $904 | $16,364-94.5% | $13,899-93.5% | $13,390-93.2% |