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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 | $69,849 | $202,440-65.5% | $169,390-58.8% | $139,466-49.9% |
| Participation rate | 31.6% | 81.1%-49.5pp | 77.2%-45.6pp | 80.3%-48.8pp |
| Annual return | 13.22% | 532.36%-519.1pp | 406.07%-392.8pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,878 | $6,940-72.9% | $6,222-69.8% | $6,712-72.0% |
| Admin fee / account holder | $11,369 | $10,722+6.0% | $9,015+26.1% | $11,409-0.3% |