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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 | $98,535 | $97,078+1.5% | $103,065-4.4% | $145,897-32.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.6%-30.6pp | 80.3%-30.3pp |
| Annual return | 16.72% | 25.49%-8.8pp | 23.95%-7.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $422 | $12,505-96.6% | $9,349-95.5% | $13,390-96.9% |