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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 | $91,982 | $114,119-19.4% | $107,187-14.2% | $138,895-33.8% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 12.42% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,777 | $5,538-49.8% | $5,096-45.5% | $6,396-56.6% |
| Admin fee / account holder | $1,425 | $10,024-85.8% | $9,162-84.5% | $12,562-88.7% |