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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 | $51,417 | $162,136-68.3% | $152,301-66.2% | $154,746-66.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 24.07% | 91.02%-67.0pp | 80.50%-56.4pp | 172.34%-148.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $22,846 | $8,341+173.9% | $8,004+185.4% | $6,730+239.5% |
| Admin fee / account holder | $19,946 | $15,759+26.6% | $14,398+38.5% | $14,365+38.9% |