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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 | $109,771 | $232,540-52.8% | $185,117-40.7% | $147,586-25.6% |
| Participation rate | 60.9% | 82.4%-21.5pp | 77.3%-16.4pp | 82.8%-22.0pp |
| Annual return | 15.43% | 43.03%-27.6pp | 40.50%-25.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,422 | $5,834-75.6% | $5,045-71.8% | $5,439-73.9% |
| Admin fee / account holder | $3,749 | $10,275-63.5% | $8,159-54.1% | $10,886-65.6% |