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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 | $23,072 | $111,535-79.3% | $105,223-78.1% | $137,256-83.2% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 23.84% | 237.85%-214.0pp | 180.65%-156.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,757 | $5,500-31.7% | $5,072-25.9% | $6,407-41.4% |
| Admin fee / account holder | $750 | $9,721-92.3% | $8,859-91.5% | $12,270-93.9% |