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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 | $38,624 | $165,361-76.6% | $149,715-74.2% | $158,950-75.7% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 25.10% | 348.24%-323.1pp | 276.66%-251.6pp | 302.91%-277.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,519 | $7,182-23.1% | $6,842-19.3% | $5,983-7.7% |
| Admin fee / account holder | $5,606 | $10,808-48.1% | $9,310-39.8% | $11,248-50.2% |