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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 | $90,578 | $108,922-16.8% | $100,398-9.8% | $145,978-38.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.23% | 58.04%-42.8pp | 49.32%-34.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,157 | $8,450+55.7% | $8,084+62.8% | $6,690+96.7% |
| Admin fee / account holder | $378 | $9,680-96.1% | $7,893-95.2% | $13,400-97.2% |