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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 | $86,038 | $165,399-48.0% | $149,745-42.5% | $158,982-45.9% |
| Participation rate | 12.5% | 84.6%-72.1pp | 82.5%-70.0pp | 82.0%-69.5pp |
| Annual return | 10.98% | 348.34%-337.4pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,469 | $10,811-77.2% | $9,312-73.5% | $11,252-78.1% |