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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 | $129,737-70.2% | $119,126-67.6% | $154,746-75.0% |
| Participation rate | 22.2% | 78.9%-56.6pp | 75.8%-53.5pp | 80.7%-58.5pp |
| Annual return | 19.17% | 379.08%-359.9pp | 282.11%-262.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,175 | $5,842-62.8% | $5,318-59.1% | $6,730-67.7% |
| Admin fee / account holder | $5,172 | $11,961-56.8% | $10,693-51.6% | $14,365-64.0% |