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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 | $53,491 | $223,823-76.1% | $211,142-74.7% | $154,746-65.4% |
| Participation rate | 58.3% | 87.9%-29.5pp | 87.3%-29.0pp | 80.7%-22.4pp |
| Annual return | 24.15% | 50.39%-26.2pp | 46.84%-22.7pp | 172.34%-148.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,996 | $9,750+33.3% | $9,284+40.0% | $6,730+93.1% |
| Admin fee / account holder | $6,308 | $19,707-68.0% | $19,076-66.9% | $14,365-56.1% |