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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 | $126,985 | $157,296-19.3% | $141,191-10.1% | $152,897-16.9% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 25.06% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,212 | $7,111-40.8% | $6,710-37.2% | $5,851-28.0% |
| Admin fee / account holder | $1,942 | $12,125-84.0% | $10,264-81.1% | $11,599-83.3% |