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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 | $85,429 | $181,062-52.8% | $158,223-46.0% | $155,188-45.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 19.34% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,158 | $6,134-32.2% | $5,467-23.9% | $6,531-36.3% |
| Admin fee / account holder | $423 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |