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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 | $25,037 | $106,280-76.4% | $96,538-74.1% | $139,487-82.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 17.09% | 38.48%-21.4pp | 35.74%-18.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,225 | $5,457-4.2% | $4,880+7.1% | $6,713-22.2% |
| Admin fee / account holder | $491 | $7,888-93.8% | $6,737-92.7% | $11,407-95.7% |