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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 | $49,028 | $154,228-68.2% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 30.61% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,223 | $8,216+12.3% | $7,897+16.8% | $6,407+44.0% |
| Admin fee / account holder | $6,848 | $14,344-52.3% | $13,129-47.8% | $12,270-44.2% |