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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 | $107,841 | $154,193-30.1% | $130,045-17.1% | $139,466-22.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 17.40% | 32.51%-15.1pp | -137.30%+154.7pp | 373.66%-356.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,631 | $6,709-31.0% | $5,820-20.4% | $6,712-31.0% |
| Admin fee / account holder | $5,660 | $13,989-59.5% | $10,600-46.6% | $11,409-50.4% |