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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 | $10,979 | $114,119-90.4% | $107,187-89.8% | $138,895-92.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 12.25% | 273.21%-261.0pp | 204.55%-192.3pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,724 | $5,538-68.9% | $5,096-66.2% | $6,396-73.0% |
| Admin fee / account holder | $314 | $10,024-96.9% | $9,162-96.6% | $12,562-97.5% |