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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 | $23,398 | $106,247-78.0% | $96,515-75.8% | $139,466-83.2% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 33.34% | 38.47%-5.1pp | 35.73%-2.4pp | 373.66%-340.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,158 | $5,456-5.5% | $4,880+5.7% | $6,712-23.2% |
| Admin fee / account holder | $543 | $7,885-93.1% | $6,735-91.9% | $11,409-95.2% |