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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 | $89,056 | $176,794-49.6% | $146,647-39.3% | $167,553-46.8% |
| Participation rate | 61.9% | 83.6%-21.7pp | 80.1%-18.2pp | 82.1%-20.2pp |
| Annual return | 11.51% | 24.04%-12.5pp | 22.75%-11.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,839 | $6,440-40.4% | $5,506-30.3% | $6,343-39.5% |
| Admin fee / account holder | $984 | $13,262-92.6% | $10,281-90.4% | $12,316-92.0% |