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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 | $52,502 | $165,361-68.2% | $149,715-64.9% | $158,950-67.0% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 17.54% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $22,401 | $7,182+211.9% | $6,842+227.4% | $5,983+274.4% |
| Admin fee / account holder | $7,244 | $10,808-33.0% | $9,310-22.2% | $11,248-35.6% |