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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 | $31,634 | $209,336-84.9% | $197,124-84.0% | $137,256-77.0% |
| Participation rate | 61.9% | 87.3%-25.4pp | 86.7%-24.8pp | 80.0%-18.1pp |
| Annual return | 12.23% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,131 | $9,614-57.0% | $9,135-54.8% | $6,407-35.5% |
| Admin fee / account holder | $2,415 | $17,308-86.0% | $16,298-85.2% | $12,270-80.3% |