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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 | $22,637 | $148,629-84.8% | $135,982-83.4% | $139,487-83.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 30.40% | 79.33%-48.9pp | 68.32%-37.9pp | 373.84%-343.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,608 | $8,102-18.4% | $7,760-14.8% | $6,713-1.6% |
| Admin fee / account holder | $426 | $12,406-96.6% | $10,767-96.0% | $11,407-96.3% |