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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 | $95,998 | $202,460-52.6% | $169,385-43.3% | $139,456-31.2% |
| Participation rate | 31.6% | 81.1%-49.5pp | 77.2%-45.6pp | 80.3%-48.7pp |
| Annual return | 15.18% | 532.07%-516.9pp | 405.82%-390.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,404 | $6,938-79.8% | $6,221-77.4% | $6,711-79.1% |
| Admin fee / account holder | $485 | $10,719-95.5% | $9,011-94.6% | $11,407-95.7% |