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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 | $87,807 | $114,119-23.1% | $107,187-18.1% | $138,895-36.8% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 22.96% | 273.21%-250.2pp | 204.55%-181.6pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,785 | $5,538-13.6% | $5,096-6.1% | $6,396-25.2% |
| Admin fee / account holder | $331 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |