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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 | $28,596 | $148,629-80.8% | $135,982-79.0% | $139,487-79.5% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 19.41% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,919 | $8,102-26.9% | $7,760-23.7% | $6,713-11.8% |
| Admin fee / account holder | $3,119 | $12,406-74.9% | $10,767-71.0% | $11,407-72.7% |