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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 | $83,890 | $106,267-21.1% | $96,520-13.1% | $139,456-39.8% |
| Participation rate | 8.3% | 77.8%-69.5pp | 74.3%-66.0pp | 80.3%-72.0pp |
| Annual return | 19.47% | 38.45%-19.0pp | 35.72%-16.3pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $342 | $7,882-95.7% | $6,733-94.9% | $11,407-97.0% |