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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 | $47,446 | $225,673-79.0% | $203,872-76.7% | $155,188-69.4% |
| Participation rate | 25.0% | 80.3%-55.3pp | 77.8%-52.8pp | 80.8%-55.8pp |
| Annual return | 19.75% | 95.91%-76.2pp | 85.11%-65.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,887 | $6,893-58.1% | $6,388-54.8% | $6,531-55.8% |
| Admin fee / account holder | $11,259 | $12,327-8.7% | $11,730-4.0% | $14,480-22.2% |