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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 | $126,361 | $178,174-29.1% | $156,181-19.1% | $137,256-7.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 11.05% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,202 | $6,888-68.0% | $6,132-64.1% | $6,407-65.6% |
| Admin fee / account holder | $5,799 | $17,404-66.7% | $14,586-60.2% | $12,270-52.7% |