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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 | $65,763 | $162,136-59.4% | $152,301-56.8% | $154,746-57.5% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 17.72% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,899 | $8,341-65.2% | $8,004-63.8% | $6,730-56.9% |
| Admin fee / account holder | $1,136 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |