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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 | $13,159 | $172,111-92.4% | $150,298-91.2% | $137,256-90.4% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 80.0%-36.2pp |
| Annual return | 33.54% | 69.37%-35.8pp | 62.79%-29.2pp | 220.34%-186.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,777 | $6,166-55.0% | $5,453-49.1% | $6,407-56.7% |
| Admin fee / account holder | $546 | $16,471-96.7% | $14,116-96.1% | $12,270-95.6% |