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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 | $123,323 | $178,174-30.8% | $156,181-21.0% | $137,256-10.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 10.32% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,288 | $6,888-52.3% | $6,132-46.4% | $6,407-48.7% |
| Admin fee / account holder | $526 | $17,404-97.0% | $14,586-96.4% | $12,270-95.7% |