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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 | $28,298 | $162,136-82.5% | $152,301-81.4% | $154,746-81.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 16.95% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,848 | $8,341-29.9% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $450 | $15,759-97.1% | $14,398-96.9% | $14,365-96.9% |