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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 | $58,408 | $196,972-70.3% | $182,262-68.0% | $198,609-70.6% |
| Participation rate | 40.9% | 85.7%-44.8pp | 84.2%-43.3pp | 82.4%-41.5pp |
| Annual return | 10.52% | 158.27%-147.8pp | 140.60%-130.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,488 | $8,643-24.9% | $8,276-21.6% | $6,977-7.0% |
| Admin fee / account holder | $25,653 | $18,429+39.2% | $16,712+53.5% | $19,030+34.8% |