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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 | $106,502 | $174,379-38.9% | $152,093-30.0% | $138,895-23.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.10% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $659 | $16,880-96.1% | $14,497-95.5% | $12,562-94.8% |