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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 | $38,222 | $183,592-79.2% | $155,574-75.4% | $145,877-73.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 15.44% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,247 | $6,466-34.3% | $5,629-24.5% | $6,691-36.5% |
| Admin fee / account holder | $1,002 | $19,316-94.8% | $15,914-93.7% | $13,402-92.5% |