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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 | $56,658 | $183,539-69.1% | $155,556-63.6% | $145,897-61.2% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 15.93% | 61.31%-45.4pp | 64.84%-48.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,503 | $6,467-61.3% | $5,631-55.5% | $6,689-62.6% |
| Admin fee / account holder | $741 | $19,275-96.2% | $15,885-95.3% | $13,390-94.5% |