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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 | $60,226 | $172,111-65.0% | $150,298-59.9% | $137,256-56.1% |
| Participation rate | 38.9% | 81.7%-42.8pp | 77.8%-38.9pp | 80.0%-41.1pp |
| Annual return | 15.08% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,160 | $6,166-48.7% | $5,453-42.0% | $6,407-50.7% |
| Admin fee / account holder | $6,600 | $16,471-59.9% | $14,116-53.2% | $12,270-46.2% |