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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 | $118,948 | $183,516-35.2% | $155,534-23.5% | $145,884-18.5% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.05% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,045 | $6,467-52.9% | $5,630-45.9% | $6,690-54.5% |
| Admin fee / account holder | $616 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |