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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 | $77,196 | $201,372-61.7% | $184,260-58.1% | $145,884-47.1% |
| Participation rate | 45.0% | 87.5%-42.5pp | 86.8%-41.8pp | 80.3%-35.3pp |
| Annual return | 13.14% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,334 | $9,808-66.0% | $9,133-63.5% | $6,690-50.2% |
| Admin fee / account holder | $2,360 | $16,362-85.6% | $13,898-83.0% | $13,392-82.4% |