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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 | $32,571 | $165,381-80.3% | $149,730-78.2% | $158,966-79.5% |
| Participation rate | 47.4% | 84.6%-37.2pp | 82.5%-35.1pp | 82.0%-34.6pp |
| Annual return | 34.65% | 348.29%-313.6pp | 276.70%-242.1pp | 302.95%-268.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,577 | $7,182+5.5% | $6,843+10.7% | $5,983+26.6% |
| Admin fee / account holder | $375 | $10,809-96.5% | $9,310-96.0% | $11,250-96.7% |