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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 | $43,614 | $183,516-76.2% | $155,534-72.0% | $145,884-70.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 40.19% | 61.43%-21.2pp | 64.92%-24.7pp | 551.85%-511.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,376 | $6,467-32.3% | $5,630-22.3% | $6,690-34.6% |
| Admin fee / account holder | $6,363 | $19,293-67.0% | $15,900-60.0% | $13,392-52.5% |