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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 | $81,182 | $110,307-26.4% | $96,576-15.9% | $139,456-41.8% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 19.51% | 26.40%-6.9pp | 25.87%-6.4pp | 373.45%-353.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,196 | $5,547-6.3% | $4,851+7.1% | $6,711-22.6% |
| Admin fee / account holder | $23,205 | $11,597+100.1% | $8,253+181.2% | $11,407+103.4% |