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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 | $151,177 | $162,136-6.8% | $152,301-0.7% | $154,746-2.3% |
| Participation rate | 42.1% | 84.1%-42.0pp | 82.4%-40.3pp | 80.7%-38.6pp |
| Annual return | 15.27% | 91.02%-75.8pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,435 | $8,341-46.8% | $8,004-44.6% | $6,730-34.1% |
| Admin fee / account holder | $1,385 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |