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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 | $116,681 | $156,398-25.4% | $147,318-20.8% | $138,895-16.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 15.78% | 78.75%-63.0pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $63,501 | $8,237+670.9% | $7,906+703.2% | $6,396+892.8% |
| Admin fee / account holder | $31,619 | $14,976+111.1% | $13,708+130.7% | $12,562+151.7% |