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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 | $80,319 | $162,812-50.7% | $133,971-40.0% | $158,966-49.5% |
| Participation rate | 52.9% | 83.2%-30.3pp | 79.8%-26.9pp | 82.0%-29.0pp |
| Annual return | 16.20% | 41.94%-25.7pp | 45.09%-28.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,929 | $5,910-67.4% | $5,047-61.8% | $5,983-67.8% |
| Admin fee / account holder | $969 | $11,741-91.7% | $8,929-89.1% | $11,250-91.4% |