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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 | $196,972-83.5% | $182,262-82.2% | $198,609-83.7% |
| Participation rate | 56.5% | 85.7%-29.2pp | 84.2%-27.7pp | 82.4%-25.9pp |
| Annual return | 22.18% | 158.27%-136.1pp | 140.60%-118.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,989 | $8,643+4.0% | $8,276+8.6% | $6,977+28.8% |
| Admin fee / account holder | $352 | $18,429-98.1% | $16,712-97.9% | $19,030-98.2% |