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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 | $58,721 | $156,398-62.5% | $147,318-60.1% | $138,895-57.7% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.4pp | 79.9%-63.3pp |
| Annual return | 15.65% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,314 | $8,237-59.8% | $7,906-58.1% | $6,396-48.2% |
| Admin fee / account holder | $16,266 | $14,976+8.6% | $13,708+18.7% | $12,562+29.5% |