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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 | $68,330 | $174,379-60.8% | $152,093-55.1% | $138,895-50.8% |
| Participation rate | 47.4% | 81.6%-34.3pp | 77.8%-30.4pp | 79.9%-32.6pp |
| Annual return | 18.44% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,764 | $6,159-22.6% | $5,451-12.6% | $6,396-25.5% |
| Admin fee / account holder | $947 | $16,880-94.4% | $14,497-93.5% | $12,562-92.5% |