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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 | $134,782 | $211,224-36.2% | $178,505-24.5% | $145,897-7.6% |
| Participation rate | 53.8% | 80.8%-27.0pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 17.07% | 30.28%-13.2pp | 27.16%-10.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,525 | $6,966+36.7% | $6,280+51.7% | $6,689+42.4% |
| Admin fee / account holder | $14,235 | $12,109+17.6% | $10,428+36.5% | $13,390+6.3% |