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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 | $85,442 | $110,379-22.6% | $102,412-16.6% | $145,884-41.4% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 15.56% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,632 | $5,622-53.2% | $5,060-48.0% | $6,690-60.7% |
| Admin fee / account holder | $5,489 | $9,745-43.7% | $8,388-34.6% | $13,392-59.0% |