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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 | $109,501 | $202,440-45.9% | $169,390-35.4% | $139,466-21.5% |
| Participation rate | 63.6% | 81.1%-17.5pp | 77.2%-13.5pp | 80.3%-16.7pp |
| Annual return | 20.68% | 532.36%-511.7pp | 406.07%-385.4pp | 373.66%-353.0pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,259 | $6,940-67.5% | $6,222-63.7% | $6,712-66.3% |
| Admin fee / account holder | $667 | $10,722-93.8% | $9,015-92.6% | $11,409-94.1% |