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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 | $40,394 | $211,224-80.9% | $178,505-77.4% | $145,897-72.3% |
| Participation rate | 38.5% | 80.8%-42.4pp | 77.1%-38.7pp | 80.3%-41.8pp |
| Annual return | 12.90% | 30.28%-17.4pp | 27.16%-14.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,536 | $6,966-78.0% | $6,280-75.5% | $6,689-77.0% |
| Admin fee / account holder | $360 | $12,109-97.0% | $10,428-96.5% | $13,390-97.3% |