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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 | $32,455 | $155,555-79.1% | $146,866-77.9% | $155,188-79.1% |
| Participation rate | 56.5% | 84.0%-27.4pp | 82.5%-26.0pp | 80.8%-24.3pp |
| Annual return | 22.18% | 115.41%-93.2pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,989 | $8,044+11.7% | $7,759+15.9% | $6,531+37.6% |
| Admin fee / account holder | $352 | $14,755-97.6% | $13,620-97.4% | $14,480-97.6% |