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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 | $58,431 | $165,381-64.7% | $149,730-61.0% | $158,966-63.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 9.27% | 348.29%-339.0pp | 276.70%-267.4pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,903 | $7,182-3.9% | $6,843+0.9% | $5,983+15.4% |
| Admin fee / account holder | $4,320 | $10,809-60.0% | $9,310-53.6% | $11,250-61.6% |