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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 | $80,321 | $103,393-22.3% | $87,103-7.8% | $152,909-47.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 28.09% | 28.10%0pp | 28.19%-0.1pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,021 | $4,778-57.7% | $4,049-50.1% | $5,851-65.5% |
| Admin fee / account holder | $12,167 | $12,195-0.2% | $7,491+62.4% | $11,601+4.9% |