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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 | $29,306 | $202,440-85.5% | $169,390-82.7% | $139,466-79.0% |
| Participation rate | 68.4% | 81.1%-12.7pp | 77.2%-8.8pp | 80.3%-11.9pp |
| Annual return | 18.41% | 532.36%-514.0pp | 406.07%-387.7pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,928 | $6,940-43.4% | $6,222-36.9% | $6,712-41.5% |
| Admin fee / account holder | $3,794 | $10,722-64.6% | $9,015-57.9% | $11,409-66.7% |