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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 | $162,136-47.5% | $152,301-44.1% | $154,746-45.0% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 16.19% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,643 | $8,341-8.4% | $8,004-4.5% | $6,730+13.6% |
| Admin fee / account holder | $5,090 | $15,759-67.7% | $14,398-64.6% | $14,365-64.6% |