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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 | $40,212 | $174,379-76.9% | $152,093-73.6% | $138,895-71.0% |
| Participation rate | 45.0% | 81.6%-36.6pp | 77.8%-32.8pp | 79.9%-34.9pp |
| Annual return | 17.71% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,613 | $6,159-25.1% | $5,451-15.4% | $6,396-27.9% |
| Admin fee / account holder | $508 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |