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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 | $81,796 | $165,381-50.5% | $149,730-45.4% | $158,966-48.5% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 22.59% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,313 | $7,182+1.8% | $6,843+6.9% | $5,983+22.2% |
| Admin fee / account holder | $1,269 | $10,809-88.3% | $9,310-86.4% | $11,250-88.7% |