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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 | $44,858 | $227,566-80.3% | $189,558-76.3% | $167,518-73.2% |
| Participation rate | 58.8% | 82.5%-23.7pp | 78.5%-19.6pp | 82.1%-23.3pp |
| Annual return | 12.63% | 78.43%-65.8pp | 64.19%-51.6pp | 478.71%-466.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,829 | $7,002-45.3% | $6,174-38.0% | $6,342-39.6% |
| Admin fee / account holder | $1,498 | $11,881-87.4% | $9,809-84.7% | $12,312-87.8% |