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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 | $124,387 | $148,629-16.3% | $135,982-8.5% | $139,487-10.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.12% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,611 | $8,102-18.4% | $7,760-14.8% | $6,713-1.5% |
| Admin fee / account holder | $443 | $12,406-96.4% | $10,767-95.9% | $11,407-96.1% |