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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 | $60,112 | $156,398-61.6% | $147,318-59.2% | $138,895-56.7% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | 18.20% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,818 | $8,237-29.4% | $7,906-26.4% | $6,396-9.0% |
| Admin fee / account holder | $5,650 | $14,976-62.3% | $13,708-58.8% | $12,562-55.0% |