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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 | $79,939 | $155,555-48.6% | $146,866-45.6% | $155,188-48.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 19.60% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,059 | $8,044+25.0% | $7,759+29.6% | $6,531+54.0% |
| Admin fee / account holder | $9,072 | $14,755-38.5% | $13,620-33.4% | $14,480-37.4% |