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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 | $93,708 | $115,814-19.1% | $101,275-7.5% | $158,982-41.1% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 7.95% | 56.16%-48.2pp | 46.48%-38.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,300 | $4,958+67.4% | $4,371+89.9% | $5,983+38.7% |
| Admin fee / account holder | $14,674 | $7,249+102.4% | $5,948+146.7% | $11,252+30.4% |