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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 | $156,398-25.1% | $147,318-20.4% | $138,895-15.6% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 30.28% | 78.75%-48.5pp | 70.43%-40.2pp | 145.39%-115.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,299 | $8,237-23.5% | $7,906-20.3% | $6,396-1.5% |
| Admin fee / account holder | $61,117 | $14,976+308.1% | $13,708+345.9% | $12,562+386.5% |