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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 | $42,083 | $165,399-74.6% | $149,745-71.9% | $158,982-73.5% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 13.67% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,546 | $7,183-50.6% | $6,843-48.2% | $5,983-40.7% |
| Admin fee / account holder | $1,281 | $10,811-88.2% | $9,312-86.2% | $11,252-88.6% |