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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 | $28,175 | $165,399-83.0% | $149,745-81.2% | $158,982-82.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.93% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,826 | $7,183-18.9% | $6,843-14.9% | $5,983-2.6% |
| Admin fee / account holder | $4,133 | $10,811-61.8% | $9,312-55.6% | $11,252-63.3% |