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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 | $74,904 | $162,136-53.8% | $152,301-50.8% | $154,746-51.6% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 17.67% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,749 | $8,341+52.8% | $8,004+59.3% | $6,730+89.4% |
| Admin fee / account holder | $9,389 | $15,759-40.4% | $14,398-34.8% | $14,365-34.6% |