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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 | $25,610 | $165,381-84.5% | $149,730-82.9% | $158,966-83.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.62% | 348.29%-321.7pp | 276.70%-250.1pp | 302.95%-276.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,555 | $7,182+19.1% | $6,843+25.0% | $5,983+43.0% |
| Admin fee / account holder | $438 | $10,809-96.0% | $9,310-95.3% | $11,250-96.1% |