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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 | $39,267 | $148,623-73.6% | $135,974-71.1% | $139,466-71.8% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-28.0pp |
| Annual return | 19.95% | 79.30%-59.3pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,281 | $8,103-59.5% | $7,760-57.7% | $6,712-51.1% |
| Admin fee / account holder | $6,838 | $12,406-44.9% | $10,767-36.5% | $11,409-40.1% |