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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 | $18,675 | $172,111-89.1% | $150,298-87.6% | $137,256-86.4% |
| Participation rate | 54.2% | 81.7%-27.5pp | 77.8%-23.6pp | 80.0%-25.8pp |
| Annual return | 22.02% | 69.37%-47.4pp | 62.79%-40.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,722 | $6,166-55.9% | $5,453-50.1% | $6,407-57.5% |
| Admin fee / account holder | $1,095 | $16,471-93.4% | $14,116-92.2% | $12,270-91.1% |