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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 | $32,491 | $165,381-80.4% | $149,730-78.3% | $158,966-79.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 39.97% | 348.29%-308.3pp | 276.70%-236.7pp | 302.95%-263.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,361 | $7,182-39.3% | $6,843-36.3% | $5,983-27.1% |
| Admin fee / account holder | $6,929 | $10,809-35.9% | $9,310-25.6% | $11,250-38.4% |