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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 | $52,865 | $165,381-68.0% | $149,730-64.7% | $158,966-66.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 22.89% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,961 | $7,182+52.6% | $6,843+60.2% | $5,983+83.2% |
| Admin fee / account holder | $13,692 | $10,809+26.7% | $9,310+47.1% | $11,250+21.7% |