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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 | $51,111 | $148,582-65.6% | $135,942-62.4% | $139,456-63.3% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 16.35% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,051 | $8,101-50.0% | $7,759-47.8% | $6,711-39.6% |
| Admin fee / account holder | $818 | $12,402-93.4% | $10,764-92.4% | $11,407-92.8% |