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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 | $51,724 | $148,623-65.2% | $135,974-62.0% | $139,466-62.9% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 15.32% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,185 | $8,103-48.3% | $7,760-46.1% | $6,712-37.6% |
| Admin fee / account holder | $397 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |