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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 | $67,804 | $162,136-58.2% | $152,301-55.5% | $154,746-56.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.43% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,921 | $8,341-65.0% | $8,004-63.5% | $6,730-56.6% |
| Admin fee / account holder | $1,271 | $15,759-91.9% | $14,398-91.2% | $14,365-91.2% |