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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 | $77,612 | $162,136-52.1% | $152,301-49.0% | $154,746-49.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 14.67% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,912 | $8,341+18.8% | $8,004+23.8% | $6,730+47.3% |
| Admin fee / account holder | $12,598 | $15,759-20.1% | $14,398-12.5% | $14,365-12.3% |