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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 | $19,441 | $154,228-87.4% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 16.82% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,206 | $8,216-61.0% | $7,897-59.4% | $6,407-50.0% |
| Admin fee / account holder | $1,634 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |