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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 | $69,457 | $157,276-55.8% | $141,177-50.8% | $152,885-54.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 23.07% | 64.33%-41.3pp | 71.40%-48.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,245 | $7,110+1.9% | $6,710+8.0% | $5,851+23.8% |
| Admin fee / account holder | $1,946 | $12,123-83.9% | $10,263-81.0% | $11,598-83.2% |