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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 | $25,380 | $162,136-84.3% | $152,301-83.3% | $154,746-83.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 22.77% | 91.02%-68.3pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,231 | $8,341-37.3% | $8,004-34.6% | $6,730-22.3% |
| Admin fee / account holder | $382 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |