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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 | $96,197 | $165,399-41.8% | $149,745-35.8% | $158,982-39.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 22.43% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,395 | $7,183-11.0% | $6,843-6.5% | $5,983+6.9% |
| Admin fee / account holder | $10,020 | $10,811-7.3% | $9,312+7.6% | $11,252-10.9% |