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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 | $74,881 | $127,387-41.2% | $115,038-34.9% | $125,389-40.3% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | 4.48% | 31.28%-26.8pp | 26.14%-21.7pp | 282.24%-277.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,332 | $6,423+14.2% | $6,026+21.7% | $5,352+37.0% |
| Admin fee / account holder | $424 | $9,516-95.5% | $8,175-94.8% | $9,541-95.6% |