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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 | $156,398-67.1% | $147,318-65.1% | $138,895-63.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 24.07% | 78.75%-54.7pp | 70.43%-46.4pp | 145.39%-121.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,846 | $8,237+177.3% | $7,906+189.0% | $6,396+257.2% |
| Admin fee / account holder | $19,946 | $14,976+33.2% | $13,708+45.5% | $12,562+58.8% |