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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 | $19,658 | $175,259-88.8% | $149,723-86.9% | $139,487-85.9% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 25.88% | 166.82%-140.9pp | 134.50%-108.6pp | 373.84%-348.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,089 | $6,522-52.6% | $5,682-45.6% | $6,713-54.0% |
| Admin fee / account holder | $1,149 | $16,158-92.9% | $13,215-91.3% | $11,407-89.9% |