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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 | $22,590 | $107,368-79.0% | $92,915-75.7% | $152,909-85.2% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 16.62% | 145.64%-129.0pp | 109.45%-92.8pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,519 | $4,848-68.7% | $4,238-64.2% | $5,851-74.0% |
| Admin fee / account holder | $1,977 | $7,082-72.1% | $5,796-65.9% | $11,601-83.0% |