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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 | $46,217 | $165,361-72.1% | $149,715-69.1% | $158,950-70.9% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 11.32% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,623 | $7,182-63.5% | $6,842-61.7% | $5,983-56.2% |
| Admin fee / account holder | $480 | $10,808-95.6% | $9,310-94.8% | $11,248-95.7% |