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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 | $37,502 | $156,398-76.0% | $147,318-74.5% | $138,895-73.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.09% | 78.75%-58.7pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,477 | $8,237-33.5% | $7,906-30.7% | $6,396-14.4% |
| Admin fee / account holder | $4,461 | $14,976-70.2% | $13,708-67.5% | $12,562-64.5% |