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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 | $26,672 | $178,174-85.0% | $156,181-82.9% | $137,256-80.6% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 13.83% | 84.19%-70.4pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,540 | $6,888-34.1% | $6,132-26.0% | $6,407-29.1% |
| Admin fee / account holder | $1,389 | $17,404-92.0% | $14,586-90.5% | $12,270-88.7% |