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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 | $54,551 | $202,440-73.1% | $169,390-67.8% | $139,466-60.9% |
| Participation rate | 43.8% | 81.1%-37.4pp | 77.2%-33.4pp | 80.3%-36.6pp |
| Annual return | 17.81% | 532.36%-514.6pp | 406.07%-388.3pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,120 | $6,940-26.2% | $6,222-17.7% | $6,712-23.7% |
| Admin fee / account holder | $462 | $10,722-95.7% | $9,015-94.9% | $11,409-96.0% |