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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 | $29,366 | $134,817-78.2% | $123,973-76.3% | $155,188-81.1% |
| Participation rate | 35.3% | 79.4%-44.1pp | 76.7%-41.4pp | 80.8%-45.5pp |
| Annual return | 16.15% | 515.49%-499.3pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,707 | $5,706-52.6% | $5,247-48.4% | $6,531-58.6% |
| Admin fee / account holder | $1,376 | $13,245-89.6% | $11,799-88.3% | $14,480-90.5% |