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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 | $53,067 | $165,381-67.9% | $149,730-64.6% | $158,966-66.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 23.15% | 348.29%-325.1pp | 276.70%-253.5pp | 302.95%-279.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,343 | $7,182-39.5% | $6,843-36.5% | $5,983-27.4% |
| Admin fee / account holder | $1,285 | $10,809-88.1% | $9,310-86.2% | $11,250-88.6% |