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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 | $101,981 | $114,013-10.6% | $103,693-1.7% | $155,188-34.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 16.48% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,831 | $4,970-22.9% | $4,579-16.3% | $6,531-41.3% |
| Admin fee / account holder | $515 | $8,407-93.9% | $7,858-93.4% | $14,480-96.4% |