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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 | $38,585 | $155,555-75.2% | $146,866-73.7% | $155,188-75.1% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 16.22% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,235 | $8,044-47.4% | $7,759-45.4% | $6,531-35.2% |
| Admin fee / account holder | $1,215 | $14,755-91.8% | $13,620-91.1% | $14,480-91.6% |