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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 | $108,674 | $211,288-48.6% | $178,540-39.1% | $145,884-25.5% |
| Participation rate | 65.2% | 80.8%-15.6pp | 77.1%-11.9pp | 80.3%-15.1pp |
| Annual return | 16.00% | 30.27%-14.3pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,809 | $6,967-31.0% | $6,281-23.4% | $6,690-28.1% |
| Admin fee / account holder | $5,605 | $12,105-53.7% | $10,424-46.2% | $13,392-58.1% |