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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 | $87,958 | $228,352-61.5% | $185,835-52.7% | $158,966-44.7% |
| Participation rate | 61.9% | 82.3%-20.4pp | 78.0%-16.1pp | 82.0%-20.1pp |
| Annual return | 10.79% | 40.81%-30.0pp | 35.96%-25.2pp | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,404 | $6,416-78.1% | $5,633-75.1% | $5,983-76.5% |
| Admin fee / account holder | $2,611 | $11,867-78.0% | $9,502-72.5% | $11,250-76.8% |