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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 | $18,578 | $175,259-89.4% | $149,723-87.6% | $139,487-86.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.31% | 166.82%-148.5pp | 134.50%-116.2pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,851 | $6,522-25.6% | $5,682-14.6% | $6,713-27.7% |
| Admin fee / account holder | $4,466 | $16,158-72.4% | $13,215-66.2% | $11,407-60.9% |