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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 | $100,776 | $155,555-35.2% | $146,866-31.4% | $155,188-35.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.24% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,285 | $8,044+90.0% | $7,759+97.0% | $6,531+134.0% |
| Admin fee / account holder | $3,673 | $14,755-75.1% | $13,620-73.0% | $14,480-74.6% |