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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 | $125,600 | $157,304-20.2% | $141,197-11.0% | $152,909-17.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.96% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,452 | $7,111+4.8% | $6,710+11.1% | $5,851+27.4% |
| Admin fee / account holder | $6,473 | $12,126-46.6% | $10,265-36.9% | $11,601-44.2% |