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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 | $25,205 | $165,399-84.8% | $149,745-83.2% | $158,982-84.1% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 14.93% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,759 | $7,183-47.7% | $6,843-45.1% | $5,983-37.2% |
| Admin fee / account holder | $3,153 | $10,811-70.8% | $9,312-66.1% | $11,252-72.0% |