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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 | $161,361 | $227,399-29.0% | $189,758-15.0% | $198,609-18.8% |
| Participation rate | 54.5% | 84.0%-29.5pp | 79.8%-25.3pp | 82.4%-27.8pp |
| Annual return | 27.74% | 61.03%-33.3pp | 52.62%-24.9pp | 202.70%-175.0pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,813 | $6,837+14.3% | $5,856+33.4% | $6,977+12.0% |
| Admin fee / account holder | $1,640 | $25,162-93.5% | $20,388-92.0% | $19,030-91.4% |