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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 | $72,622 | $162,529-55.3% | $130,788-44.5% | $154,746-53.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.85% | 510.48%-496.6pp | 386.44%-372.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,718 | $4,808+39.7% | $4,137+62.4% | $6,730-0.2% |
| Admin fee / account holder | $1,236 | $7,669-83.9% | $6,673-81.5% | $14,365-91.4% |