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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 | $117,213 | $155,555-24.6% | $146,866-20.2% | $155,188-24.5% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 30.28% | 115.41%-85.1pp | 102.85%-72.6pp | 148.84%-118.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,299 | $8,044-21.7% | $7,759-18.8% | $6,531-3.6% |
| Admin fee / account holder | $61,117 | $14,755+314.2% | $13,620+348.7% | $14,480+322.1% |