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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 | $69,874 | $110,379-36.7% | $102,412-31.8% | $145,884-52.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 18.13% | 24.84%-6.7pp | 24.94%-6.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,527 | $5,622-1.7% | $5,060+9.2% | $6,690-17.4% |
| Admin fee / account holder | $3,945 | $9,745-59.5% | $8,388-53.0% | $13,392-70.5% |