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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 | $77,037 | $154,228-50.1% | $145,433-47.0% | $137,256-43.9% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,985 | $8,216-15.0% | $7,897-11.5% | $6,407+9.0% |
| Admin fee / account holder | $890 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |