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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 | $92,426 | $154,209-40.1% | $130,062-28.9% | $139,487-33.7% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.5%-16.6pp | 80.3%-18.4pp |
| Annual return | 18.90% | 32.52%-13.6pp | -137.37%+156.3pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,468 | $6,709-63.2% | $5,821-57.6% | $6,713-63.2% |
| Admin fee / account holder | $1,654 | $13,988-88.2% | $10,601-84.4% | $11,407-85.5% |