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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 | $55,784 | $165,381-66.3% | $149,730-62.7% | $158,966-64.9% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 13.85% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,538 | $7,182-22.9% | $6,843-19.1% | $5,983-7.4% |
| Admin fee / account holder | $6,461 | $10,809-40.2% | $9,310-30.6% | $11,250-42.6% |