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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 | $54,158 | $148,629-63.6% | $135,982-60.2% | $139,487-61.2% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 16.48% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,105 | $8,102-37.0% | $7,760-34.2% | $6,713-24.0% |
| Admin fee / account holder | $1,009 | $12,406-91.9% | $10,767-90.6% | $11,407-91.2% |