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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 | $101,059 | $147,556-31.5% | $129,031-21.7% | $198,609-49.1% |
| Participation rate | 65.0% | 77.2%-12.2pp | 73.4%-8.4pp | 82.4%-17.4pp |
| Annual return | 13.65% | 37.41%-23.8pp | 34.67%-21.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,061 | $5,760-46.8% | $5,217-41.3% | $6,977-56.1% |
| Admin fee / account holder | $1,012 | $15,467-93.5% | $13,208-92.3% | $19,030-94.7% |