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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 | $78,789 | $127,387-38.1% | $115,038-31.5% | $125,389-37.2% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | 10.99% | 31.28%-20.3pp | 26.14%-15.2pp | 282.24%-271.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,213 | $6,423-34.4% | $6,026-30.1% | $5,352-21.3% |
| Admin fee / account holder | $1,634 | $9,516-82.8% | $8,175-80.0% | $9,541-82.9% |