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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 | $128,729 | $211,224-39.1% | $178,505-27.9% | $145,897-11.8% |
| Participation rate | 8.7% | 80.8%-72.1pp | 77.1%-68.4pp | 80.3%-71.6pp |
| Annual return | 15.09% | 30.28%-15.2pp | 27.16%-12.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $363 | $12,109-97.0% | $10,428-96.5% | $13,390-97.3% |