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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 | $32,999 | $183,516-82.0% | $155,534-78.8% | $145,884-77.4% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 11.07% | 61.43%-50.4pp | 64.92%-53.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,023 | $6,467-68.7% | $5,630-64.1% | $6,690-69.8% |
| Admin fee / account holder | $2,465 | $19,293-87.2% | $15,900-84.5% | $13,392-81.6% |