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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 | $24,895 | $156,398-84.1% | $147,318-83.1% | $138,895-82.1% |
| Participation rate | 34.8% | 83.8%-49.0pp | 82.1%-47.3pp | 79.9%-45.1pp |
| Annual return | 51.36% | 78.75%-27.4pp | 70.43%-19.1pp | 145.39%-94.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,377 | $8,237-22.6% | $7,906-19.3% | $6,396-0.3% |
| Admin fee / account holder | $1,146 | $14,976-92.3% | $13,708-91.6% | $12,562-90.9% |