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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 | $22,713 | $156,398-85.5% | $147,318-84.6% | $138,895-83.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 155.13% | 78.75%+76.4pp | 70.43%+84.7pp | 145.39%+9.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,256 | $8,237-36.2% | $7,906-33.5% | $6,396-17.8% |
| Admin fee / account holder | $681 | $14,976-95.5% | $13,708-95.0% | $12,562-94.6% |