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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 | $34,983 | $183,592-80.9% | $155,574-77.5% | $145,877-76.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.12% | 61.37%-49.3pp | 64.87%-52.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,660 | $6,466-27.9% | $5,629-17.2% | $6,691-30.3% |
| Admin fee / account holder | $579 | $19,316-97.0% | $15,914-96.4% | $13,402-95.7% |