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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 | $41,920 | $154,228-72.8% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 80.0%-56.9pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,436 | $8,216+2.7% | $7,897+6.8% | $6,407+31.7% |
| Admin fee / account holder | $405 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |