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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 | $75,353 | $156,398-51.8% | $147,318-48.9% | $138,895-45.7% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.4pp | 79.9%-38.3pp |
| Annual return | 16.23% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,909 | $8,237-40.4% | $7,906-37.9% | $6,396-23.2% |
| Admin fee / account holder | $13,053 | $14,976-12.8% | $13,708-4.8% | $12,562+3.9% |