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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 | $53,550 | $154,228-65.3% | $145,433-63.2% | $137,256-61.0% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,818 | $8,216-4.8% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $4,118 | $14,344-71.3% | $13,129-68.6% | $12,270-66.4% |