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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 | $51,209 | $183,988-72.2% | $162,177-68.4% | $152,897-66.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 17.73% | 150.79%-133.1pp | 115.60%-97.9pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,216 | $8,032-35.1% | $7,297-28.5% | $5,851-10.9% |
| Admin fee / account holder | $510 | $13,123-96.1% | $10,843-95.3% | $11,599-95.6% |