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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 | $45,682 | $134,817-66.1% | $123,973-63.2% | $155,188-70.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 13.91% | 515.49%-501.6pp | 388.13%-374.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,643 | $5,706-18.6% | $5,247-11.5% | $6,531-28.9% |
| Admin fee / account holder | $338 | $13,245-97.4% | $11,799-97.1% | $14,480-97.7% |