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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 | $43,981 | $197,625-77.7% | $177,840-75.3% | $158,966-72.3% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.7%-42.3pp | 82.0%-36.5pp |
| Annual return | 10.64% | 58.76%-48.1pp | 48.32%-37.7pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,171 | $8,405-50.4% | $7,714-45.9% | $5,983-30.3% |
| Admin fee / account holder | $929 | $15,405-94.0% | $12,431-92.5% | $11,250-91.7% |