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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 | $37,393 | $165,361-77.4% | $149,715-75.0% | $158,950-76.5% |
| Participation rate | 52.4% | 84.6%-32.2pp | 82.5%-30.1pp | 82.0%-29.6pp |
| Annual return | 12.29% | 348.24%-335.9pp | 276.66%-264.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,196 | $7,182-55.5% | $6,842-53.3% | $5,983-46.6% |
| Admin fee / account holder | $1,238 | $10,808-88.5% | $9,310-86.7% | $11,248-89.0% |