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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 | $53,059 | $148,629-64.3% | $135,982-61.0% | $139,487-62.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 19.75% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,288 | $8,102-59.4% | $7,760-57.6% | $6,713-51.0% |
| Admin fee / account holder | $843 | $12,406-93.2% | $10,767-92.2% | $11,407-92.6% |