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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 | $111,399 | $154,228-27.8% | $145,433-23.4% | $137,256-18.8% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,155 | $8,216-61.6% | $7,897-60.0% | $6,407-50.8% |
| Admin fee / account holder | $1,742 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |