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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 | $24,164 | $178,174-86.4% | $156,181-84.5% | $137,256-82.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 15.14% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,041 | $6,888+220.0% | $6,132+259.4% | $6,407+244.0% |
| Admin fee / account holder | $4,504 | $17,404-74.1% | $14,586-69.1% | $12,270-63.3% |