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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 | $162,136-74.1% | $152,301-72.5% | $154,746-72.9% |
| Participation rate | 23.1% | 84.1%-61.0pp | 82.4%-59.4pp | 80.7%-57.6pp |
| Annual return | 13.42% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,436 | $8,341+1.1% | $8,004+5.4% | $6,730+25.3% |
| Admin fee / account holder | $405 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |