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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 | $144,415 | $228,352-36.8% | $185,827-22.3% | $158,950-9.1% |
| Participation rate | 27.3% | 82.3%-55.0pp | 78.0%-50.8pp | 82.0%-54.7pp |
| Annual return | 8.10% | 40.81%-32.7pp | 35.96%-27.9pp | 302.91%-294.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,723 | $6,416-26.4% | $5,633-16.2% | $5,983-21.1% |
| Admin fee / account holder | $911 | $11,867-92.3% | $9,502-90.4% | $11,248-91.9% |