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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 | $85,151 | $154,228-44.8% | $145,433-41.5% | $137,256-38.0% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,643 | $8,216-7.0% | $7,897-3.2% | $6,407+19.3% |
| Admin fee / account holder | $5,090 | $14,344-64.5% | $13,129-61.2% | $12,270-58.5% |