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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 | $58,085 | $114,119-49.1% | $107,187-45.8% | $138,895-58.2% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 17.47% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,139 | $5,538-61.4% | $5,096-58.0% | $6,396-66.6% |
| Admin fee / account holder | $4,475 | $10,024-55.4% | $9,162-51.2% | $12,562-64.4% |