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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 | $38,337 | $178,174-78.5% | $156,181-75.5% | $137,256-72.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 11.86% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,111 | $6,888-54.8% | $6,132-49.3% | $6,407-51.4% |
| Admin fee / account holder | $11,408 | $17,404-34.5% | $14,586-21.8% | $12,270-7.0% |