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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 | $63,188 | $183,592-65.6% | $155,574-59.4% | $145,877-56.7% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.6pp | 80.3%-10.7pp |
| Annual return | 9.09% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,991 | $6,466-22.8% | $5,629-11.3% | $6,691-25.4% |
| Admin fee / account holder | $3,527 | $19,316-81.7% | $15,914-77.8% | $13,402-73.7% |