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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 | $112,546 | $155,555-27.6% | $146,866-23.4% | $155,188-27.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.72% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,697 | $8,044-4.3% | $7,759-0.8% | $6,531+17.9% |
| Admin fee / account holder | $1,077 | $14,755-92.7% | $13,620-92.1% | $14,480-92.6% |