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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 | $105,218 | $209,336-49.7% | $197,124-46.6% | $137,256-23.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 18.55% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,407 | $9,614-54.2% | $9,135-51.8% | $6,407-31.2% |
| Admin fee / account holder | $439 | $17,308-97.5% | $16,298-97.3% | $12,270-96.4% |