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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 | $103,920 | $165,361-37.2% | $149,715-30.6% | $158,950-34.6% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 20.14% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,583 | $7,182-36.2% | $6,842-33.0% | $5,983-23.4% |
| Admin fee / account holder | $455 | $10,808-95.8% | $9,310-95.1% | $11,248-96.0% |