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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 | $45,115 | $156,398-71.2% | $147,318-69.4% | $138,895-67.5% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 79.9%-56.8pp |
| Annual return | 16.59% | 78.75%-62.2pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,722 | $8,237-54.8% | $7,906-52.9% | $6,396-41.8% |
| Admin fee / account holder | $544 | $14,976-96.4% | $13,708-96.0% | $12,562-95.7% |