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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 | $11,510 | $111,535-89.7% | $105,223-89.1% | $137,256-91.6% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 20.05% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,446 | $5,500-37.3% | $5,072-32.0% | $6,407-46.2% |
| Admin fee / account holder | $351 | $9,721-96.4% | $8,859-96.0% | $12,270-97.1% |