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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 | $43,962 | $114,119-61.5% | $107,187-59.0% | $138,895-68.3% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 79.9%-24.9pp |
| Annual return | 15.08% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,635 | $5,538-70.5% | $5,096-67.9% | $6,396-74.4% |
| Admin fee / account holder | $595 | $10,024-94.1% | $9,162-93.5% | $12,562-95.3% |