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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 | $27,881 | $156,398-82.2% | $147,318-81.1% | $138,895-79.9% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 79.9%-24.9pp |
| Annual return | 21.09% | 78.75%-57.7pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,647 | $8,237-43.6% | $7,906-41.2% | $6,396-27.3% |
| Admin fee / account holder | $402 | $14,976-97.3% | $13,708-97.1% | $12,562-96.8% |