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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 | $26,938 | $114,119-76.4% | $107,187-74.9% | $138,895-80.6% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 79.9%-63.3pp |
| Annual return | 19.01% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,138 | $5,538-43.3% | $5,096-38.4% | $6,396-50.9% |
| Admin fee / account holder | $7,931 | $10,024-20.9% | $9,162-13.4% | $12,562-36.9% |