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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 | $100,154 | $156,398-36.0% | $147,318-32.0% | $138,895-27.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 21.77% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,601 | $8,237-56.3% | $7,906-54.5% | $6,396-43.7% |
| Admin fee / account holder | $325 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |