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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 | $46,313 | $165,361-72.0% | $149,715-69.1% | $158,950-70.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.82% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,881 | $7,182-18.1% | $6,842-14.1% | $5,983-1.7% |
| Admin fee / account holder | $1,265 | $10,808-88.3% | $9,310-86.4% | $11,248-88.8% |