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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 | $40,273 | $226,105-82.2% | $182,540-77.9% | $152,897-73.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.5%-42.5pp |
| Annual return | 28.37% | 192.58%-164.2pp | 148.58%-120.2pp | 345.43%-317.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,160 | $6,370-34.7% | $5,525-24.7% | $5,851-28.9% |
| Admin fee / account holder | $1,359 | $10,706-87.3% | $8,593-84.2% | $11,599-88.3% |