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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 | $39,358 | $174,379-77.4% | $152,093-74.1% | $138,895-71.7% |
| Participation rate | 27.3% | 81.6%-54.4pp | 77.8%-50.5pp | 79.9%-52.6pp |
| Annual return | 19.53% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,086 | $6,159-66.1% | $5,451-61.7% | $6,396-67.4% |
| Admin fee / account holder | $2,640 | $16,880-84.4% | $14,497-81.8% | $12,562-79.0% |