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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 | $55,243 | $135,956-59.4% | $123,894-55.4% | $273,972-79.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 8.87% | 56.63%-47.8pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,714 | $6,343-9.9% | $5,984-4.5% | $5,287+8.1% |
| Admin fee / account holder | $5,250 | $9,817-46.5% | $8,357-37.2% | $10,133-48.2% |