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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 | $115,284 | $196,972-41.5% | $182,262-36.7% | $198,609-42.0% |
| Participation rate | 65.0% | 85.7%-20.7pp | 84.2%-19.2pp | 82.4%-17.4pp |
| Annual return | 17.39% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,609 | $8,643-0.4% | $8,276+4.0% | $6,977+23.4% |
| Admin fee / account holder | $10,874 | $18,429-41.0% | $16,712-34.9% | $19,030-42.9% |