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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 | $29,326 | $156,398-81.2% | $147,318-80.1% | $138,895-78.9% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 16.27% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,898 | $8,237-52.7% | $7,906-50.7% | $6,396-39.1% |
| Admin fee / account holder | $2,076 | $14,976-86.1% | $13,708-84.9% | $12,562-83.5% |