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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 | $83,279 | $196,972-57.7% | $182,262-54.3% | $198,609-58.1% |
| Participation rate | 57.9% | 85.7%-27.8pp | 84.2%-26.3pp | 82.4%-24.5pp |
| Annual return | 18.26% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,357 | $8,643-14.9% | $8,276-11.1% | $6,977+5.5% |
| Admin fee / account holder | $749 | $18,429-95.9% | $16,712-95.5% | $19,030-96.1% |