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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 | $38,619 | $111,535-65.4% | $105,223-63.3% | $137,256-71.9% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 19.17% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,175 | $5,500-60.5% | $5,072-57.1% | $6,407-66.1% |
| Admin fee / account holder | $5,172 | $9,721-46.8% | $8,859-41.6% | $12,270-57.9% |