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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 | $121,104 | $176,786-31.5% | $146,643-17.4% | $167,536-27.7% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 10.56% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,553 | $6,440-44.8% | $5,506-35.5% | $6,342-44.0% |
| Admin fee / account holder | $12,378 | $13,262-6.7% | $10,280+20.4% | $12,315+0.5% |