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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 | $142,656 | $174,379-18.2% | $152,093-6.2% | $138,895+2.7% |
| Participation rate | 54.2% | 81.6%-27.5pp | 77.8%-23.6pp | 79.9%-25.8pp |
| Annual return | 12.02% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,261 | $6,159-30.8% | $5,451-21.8% | $6,396-33.4% |
| Admin fee / account holder | $4,154 | $16,880-75.4% | $14,497-71.3% | $12,562-66.9% |