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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 | $58,926 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 80.0%-36.5pp |
| Annual return | 17.73% | 74.59%-56.9pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,469 | $8,216-21.3% | $7,897-18.1% | $6,407+1.0% |
| Admin fee / account holder | $1,574 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |