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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 | $117,592 | $202,440-41.9% | $169,390-30.6% | $139,466-15.7% |
| Participation rate | 21.4% | 81.1%-59.7pp | 77.2%-55.7pp | 80.3%-58.9pp |
| Annual return | 21.20% | 532.36%-511.2pp | 406.07%-384.9pp | 373.66%-352.5pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,861 | $6,940-58.8% | $6,222-54.0% | $6,712-57.4% |
| Admin fee / account holder | $2,788 | $10,722-74.0% | $9,015-69.1% | $11,409-75.6% |