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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 | $111,129 | $162,136-31.5% | $152,301-27.0% | $154,746-28.2% |
| Participation rate | 52.6% | 84.1%-31.5pp | 82.4%-29.8pp | 80.7%-28.1pp |
| Annual return | 13.68% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,933 | $8,341-16.9% | $8,004-13.4% | $6,730+3.0% |
| Admin fee / account holder | $3,046 | $15,759-80.7% | $14,398-78.8% | $14,365-78.8% |