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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 | $75,690 | $182,442-58.5% | $163,379-53.7% | $138,895-45.5% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 18.86% | 72.74%-53.9pp | 63.41%-44.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,904 | $6,817-13.4% | $6,282-6.0% | $6,396-7.7% |
| Admin fee / account holder | $11,246 | $10,396+8.2% | $9,818+14.5% | $12,562-10.5% |