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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 | $76,629 | $162,136-52.7% | $152,301-49.7% | $154,746-50.5% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 18.91% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,852 | $8,341-29.8% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $535 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |