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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 | $44,956 | $183,592-75.5% | $155,567-71.1% | $145,959-69.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.04% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,415 | $6,464-16.2% | $5,628-3.8% | $6,689-19.0% |
| Admin fee / account holder | $4,263 | $19,318-77.9% | $15,916-73.2% | $13,398-68.2% |