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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 | $99,253 | $110,410-10.1% | $102,437-3.1% | $145,897-32.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.03% | 24.85%-6.8pp | 24.95%-6.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,269 | $5,622-6.3% | $5,060+4.1% | $6,689-21.2% |
| Admin fee / account holder | $6,600 | $9,745-32.3% | $8,388-21.3% | $13,390-50.7% |