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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 | $68,739 | $185,312-62.9% | $161,489-57.4% | $154,746-55.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 13.09% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,073 | $6,350-4.4% | $5,630+7.9% | $6,730-9.8% |
| Admin fee / account holder | $7,352 | $18,654-60.6% | $16,006-54.1% | $14,365-48.8% |