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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 | $36,377 | $148,582-75.5% | $135,942-73.2% | $139,456-73.9% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.7pp | 80.3%-26.2pp |
| Annual return | 19.62% | 79.26%-59.6pp | 68.28%-48.7pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,530 | $8,101-44.1% | $7,759-41.6% | $6,711-32.5% |
| Admin fee / account holder | $935 | $12,402-92.5% | $10,764-91.3% | $11,407-91.8% |