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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 | $101,898 | $227,597-55.2% | $189,575-46.2% | $167,536-39.2% |
| Participation rate | 22.2% | 82.5%-60.3pp | 78.4%-56.2pp | 82.1%-59.9pp |
| Annual return | 17.58% | 78.44%-60.9pp | 64.19%-46.6pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,136 | $7,002-69.5% | $6,174-65.4% | $6,342-66.3% |
| Admin fee / account holder | $2,135 | $11,877-82.0% | $9,806-78.2% | $12,315-82.7% |