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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 | $22,430 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.32% | 69.37%-54.0pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,570 | $6,166-58.3% | $5,453-52.9% | $6,407-59.9% |
| Admin fee / account holder | $513 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |