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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 | $23,329 | $135,956-82.8% | $123,894-81.2% | $273,972-91.5% |
| Participation rate | 36.4% | 84.1%-47.7pp | 81.4%-45.0pp | 83.0%-46.7pp |
| Annual return | 4.87% | 56.63%-51.8pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,975 | $6,343-53.1% | $5,984-50.3% | $5,287-43.7% |
| Admin fee / account holder | $735 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |