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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 | $19,711 | $111,535-82.3% | $105,223-81.3% | $137,256-85.6% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 24.70% | 237.85%-213.2pp | 180.65%-156.0pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,285 | $5,500-58.4% | $5,072-54.9% | $6,407-64.3% |
| Admin fee / account holder | $309 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |