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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 | $112,457 | $174,379-35.5% | $152,093-26.1% | $138,895-19.0% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 12.20% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,710 | $6,159-39.8% | $5,451-31.9% | $6,396-42.0% |
| Admin fee / account holder | $2,177 | $16,880-87.1% | $14,497-85.0% | $12,562-82.7% |