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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 | $92,419 | $178,174-48.1% | $156,181-40.8% | $137,256-32.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 16.64% | 84.19%-67.6pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,530 | $6,888-63.3% | $6,132-58.7% | $6,407-60.5% |
| Admin fee / account holder | $362 | $17,404-97.9% | $14,586-97.5% | $12,270-97.0% |