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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 | $64,442 | $275,752-76.6% | $256,809-74.9% | $198,609-67.6% |
| Participation rate | 62.5% | 89.2%-26.7pp | 88.5%-26.0pp | 82.4%-19.9pp |
| Annual return | 9.78% | 34.81%-25.0pp | 32.73%-22.9pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,338 | $10,037-46.8% | $9,520-43.9% | $6,977-23.5% |
| Admin fee / account holder | $7,749 | $25,716-69.9% | $25,146-69.2% | $19,030-59.3% |