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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 | $49,264 | $165,381-70.2% | $149,730-67.1% | $158,966-69.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 10.67% | 348.29%-337.6pp | 276.70%-266.0pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,636 | $7,182+89.9% | $6,843+99.3% | $5,983+127.9% |
| Admin fee / account holder | $3,580 | $10,809-66.9% | $9,310-61.6% | $11,250-68.2% |