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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 | $75,213 | $162,136-53.6% | $152,301-50.6% | $154,746-51.4% |
| Participation rate | 38.1% | 84.1%-46.0pp | 82.4%-44.4pp | 80.7%-42.6pp |
| Annual return | 17.36% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,405 | $8,341-59.2% | $8,004-57.5% | $6,730-49.4% |
| Admin fee / account holder | $876 | $15,759-94.4% | $14,398-93.9% | $14,365-93.9% |