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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 | $50,689 | $172,111-70.5% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 5.9% | 81.7%-75.8pp | 77.8%-71.9pp | 80.0%-74.1pp |
| Annual return | 13.79% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,073 | $16,471-81.3% | $14,116-78.2% | $12,270-75.0% |