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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 | $56,095 | $171,930-67.4% | $151,266-62.9% | $154,746-63.8% |
| Participation rate | 50.0% | 80.5%-30.5pp | 77.0%-27.0pp | 80.7%-30.7pp |
| Annual return | 21.63% | 242.03%-220.4pp | 180.60%-159.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,373 | $8,191-10.0% | $7,337+0.5% | $6,730+9.5% |
| Admin fee / account holder | $9,542 | $15,803-39.6% | $13,159-27.5% | $14,365-33.6% |