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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 | $46,378 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 39.85% | 74.59%-34.7pp | 66.58%-26.7pp | 220.34%-180.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,647 | $8,216-55.6% | $7,897-53.8% | $6,407-43.1% |
| Admin fee / account holder | $391 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |