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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 | $43,959 | $172,111-74.5% | $150,298-70.8% | $137,256-68.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 21.49% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,543 | $6,166-58.8% | $5,453-53.4% | $6,407-60.3% |
| Admin fee / account holder | $647 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |