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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 | $45,272 | $156,398-71.1% | $147,318-69.3% | $138,895-67.4% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 13.50% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,962 | $8,237-51.9% | $7,906-49.9% | $6,396-38.0% |
| Admin fee / account holder | $770 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |