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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 | $46,646 | $156,398-70.2% | $147,318-68.3% | $138,895-66.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 24.54% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,801 | $8,237-41.7% | $7,906-39.3% | $6,396-24.9% |
| Admin fee / account holder | $1,246 | $14,976-91.7% | $13,708-90.9% | $12,562-90.1% |