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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 | $41,062 | $202,463-79.7% | $169,397-75.8% | $139,487-70.6% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.2%-48.6pp | 80.3%-51.8pp |
| Annual return | 20.01% | 532.64%-512.6pp | 406.23%-386.2pp | 373.84%-353.8pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,188 | $6,941-39.7% | $6,223-32.7% | $6,713-37.6% |
| Admin fee / account holder | $538 | $10,726-95.0% | $9,017-94.0% | $11,407-95.3% |