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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 | $121,210 | $165,361-26.7% | $149,715-19.0% | $158,950-23.7% |
| Participation rate | 58.8% | 84.6%-25.7pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | 18.63% | 348.24%-329.6pp | 276.66%-258.0pp | 302.91%-284.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,585 | $7,182-8.3% | $6,842-3.8% | $5,983+10.1% |
| Admin fee / account holder | $11,792 | $10,808+9.1% | $9,310+26.7% | $11,248+4.8% |