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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 | $41,265 | $108,911-62.1% | $100,392-58.9% | $145,884-71.7% |
| Participation rate | 61.1% | 83.0%-21.9pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 21.98% | 58.23%-36.2pp | 49.45%-27.5pp | 551.85%-529.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,824 | $8,459+28.0% | $8,090+33.8% | $6,690+61.8% |
| Admin fee / account holder | $3,938 | $9,698-59.4% | $7,904-50.2% | $13,392-70.6% |