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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 | $145,193 | $165,381-12.2% | $149,730-3.0% | $158,966-8.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 11.27% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,105 | $7,182+40.7% | $6,843+47.7% | $5,983+68.9% |
| Admin fee / account holder | $2,170 | $10,809-79.9% | $9,310-76.7% | $11,250-80.7% |