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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 | $18,603 | $182,442-89.8% | $163,379-88.6% | $138,895-86.6% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.8%-37.9pp | 79.9%-41.0pp |
| Annual return | 26.14% | 72.74%-46.6pp | 63.41%-37.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,419 | $6,817-49.8% | $6,282-45.6% | $6,396-46.5% |
| Admin fee / account holder | $1,662 | $10,396-84.0% | $9,818-83.1% | $12,562-86.8% |