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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 | $33,088 | $228,395-85.5% | $185,861-82.2% | $158,982-79.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 6.07% | 40.82%-34.7pp | 35.96%-29.9pp | 302.99%-296.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,603 | $6,417-12.7% | $5,634-0.6% | $5,983-6.4% |
| Admin fee / account holder | $5,780 | $11,869-51.3% | $9,503-39.2% | $11,252-48.6% |