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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 | $121,746 | $211,105-42.3% | $178,449-31.8% | $145,978-16.6% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 15.83% | 30.19%-14.4pp | 27.09%-11.3pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,553 | $6,959-34.6% | $6,277-27.5% | $6,690-31.9% |
| Admin fee / account holder | $20,462 | $12,017+70.3% | $10,362+97.5% | $13,400+52.7% |