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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 | $24,695 | $211,288-88.3% | $178,540-86.2% | $145,884-83.1% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 22.34% | 30.27%-7.9pp | 27.15%-4.8pp | 551.85%-529.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,545 | $6,967-20.4% | $6,281-11.7% | $6,690-17.1% |
| Admin fee / account holder | $1,480 | $12,105-87.8% | $10,424-85.8% | $13,392-88.9% |