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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 | $31,844 | $228,352-86.1% | $185,827-82.9% | $158,950-80.0% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 12.64% | 40.81%-28.2pp | 35.96%-23.3pp | 302.91%-290.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,684 | $6,416-73.8% | $5,633-70.1% | $5,983-71.8% |
| Admin fee / account holder | $1,203 | $11,867-89.9% | $9,502-87.3% | $11,248-89.3% |