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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 | $63,776 | $162,136-60.7% | $152,301-58.1% | $154,746-58.8% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 21.08% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,393 | $8,341+72.6% | $8,004+79.8% | $6,730+113.9% |
| Admin fee / account holder | $2,654 | $15,759-83.2% | $14,398-81.6% | $14,365-81.5% |