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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 | $86,191 | $165,361-47.9% | $149,715-42.4% | $158,950-45.8% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 11.15% | 348.24%-337.1pp | 276.66%-265.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,256 | $7,182+15.0% | $6,842+20.7% | $5,983+38.0% |
| Admin fee / account holder | $2,142 | $10,808-80.2% | $9,310-77.0% | $11,248-81.0% |