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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 | $78,083 | $154,228-49.4% | $145,433-46.3% | $137,256-43.1% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 15.32% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,289 | $8,216-47.8% | $7,897-45.7% | $6,407-33.1% |
| Admin fee / account holder | $2,966 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |