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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 | $162,136-38.2% | $152,301-34.2% | $154,746-35.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 21.77% | 91.02%-69.3pp | 80.50%-58.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,601 | $8,341-56.8% | $8,004-55.0% | $6,730-46.5% |
| Admin fee / account holder | $325 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |