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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 | $51,373 | $226,090-77.3% | $182,531-71.9% | $152,885-66.4% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.0%-19.2pp | 82.5%-23.6pp |
| Annual return | 19.56% | 192.57%-173.0pp | 148.57%-129.0pp | 345.39%-325.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,611 | $6,369-74.7% | $5,525-70.8% | $5,851-72.5% |
| Admin fee / account holder | $4,257 | $10,705-60.2% | $8,593-50.5% | $11,598-63.3% |