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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 | $16,731 | $114,119-85.3% | $107,187-84.4% | $138,895-88.0% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 26.58% | 273.21%-246.6pp | 204.55%-178.0pp | 145.39%-118.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,377 | $5,538-39.0% | $5,096-33.7% | $6,396-47.2% |
| Admin fee / account holder | $435 | $10,024-95.7% | $9,162-95.3% | $12,562-96.5% |