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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 | $75,133 | $201,259-62.7% | $184,200-59.2% | $145,959-48.5% |
| Participation rate | 44.4% | 87.5%-43.1pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 19.62% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,091 | $9,806-58.3% | $9,132-55.2% | $6,689-38.8% |
| Admin fee / account holder | $2,200 | $16,372-86.6% | $13,907-84.2% | $13,398-83.6% |