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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 | $99,920 | $178,174-43.9% | $156,181-36.0% | $137,256-27.2% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.8%-43.5pp | 80.0%-44.7pp |
| Annual return | 24.28% | 84.19%-59.9pp | 64.87%-40.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,648 | $6,888-61.6% | $6,132-56.8% | $6,407-58.7% |
| Admin fee / account holder | $1,183 | $17,404-93.2% | $14,586-91.9% | $12,270-90.4% |