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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 | $70,240 | $165,399-57.5% | $149,745-53.1% | $158,982-55.8% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 15.72% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,322 | $7,183-39.8% | $6,843-36.8% | $5,983-27.8% |
| Admin fee / account holder | $7,748 | $10,811-28.3% | $9,312-16.8% | $11,252-31.1% |