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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 | $22,569 | $156,398-85.6% | $147,318-84.7% | $138,895-83.8% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 24.38% | 78.75%-54.4pp | 70.43%-46.1pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,927 | $8,237-28.0% | $7,906-25.0% | $6,396-7.3% |
| Admin fee / account holder | $1,275 | $14,976-91.5% | $13,708-90.7% | $12,562-89.8% |