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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 | $100,239 | $154,228-35.0% | $145,433-31.1% | $137,256-27.0% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 30.91% | 74.59%-43.7pp | 66.58%-35.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,429 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $357 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |