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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 | $24,114 | $202,460-88.1% | $169,385-85.8% | $139,456-82.7% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | 12.25% | 532.07%-519.8pp | 405.82%-393.6pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,423 | $6,938-79.5% | $6,221-77.1% | $6,711-78.8% |
| Admin fee / account holder | $4,997 | $10,719-53.4% | $9,011-44.5% | $11,407-56.2% |