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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 | $155,555-51.6% | $146,866-48.7% | $155,188-51.4% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.5%-40.8pp | 80.8%-39.1pp |
| Annual return | 16.23% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,909 | $8,044-39.0% | $7,759-36.7% | $6,531-24.8% |
| Admin fee / account holder | $13,053 | $14,755-11.5% | $13,620-4.2% | $14,480-9.9% |