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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 | $55,779 | $114,119-51.1% | $107,187-48.0% | $138,895-59.8% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 25.80% | 273.21%-247.4pp | 204.55%-178.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,700 | $5,538-15.1% | $5,096-7.8% | $6,396-26.5% |
| Admin fee / account holder | $973 | $10,024-90.3% | $9,162-89.4% | $12,562-92.3% |