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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 | $67,558 | $165,361-59.1% | $149,715-54.9% | $158,950-57.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 15.98% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,885 | $7,182-4.1% | $6,842+0.6% | $5,983+15.1% |
| Admin fee / account holder | $6,996 | $10,808-35.3% | $9,310-24.8% | $11,248-37.8% |