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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 | $32,245 | $148,623-78.3% | $135,974-76.3% | $139,466-76.9% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 19.84% | 79.30%-59.5pp | 68.30%-48.5pp | 373.66%-353.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,353 | $8,103-58.6% | $7,760-56.8% | $6,712-50.0% |
| Admin fee / account holder | $1,952 | $12,406-84.3% | $10,767-81.9% | $11,409-82.9% |