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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 | $132,974 | $157,296-15.5% | $141,191-5.8% | $152,897-13.0% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.5%-34.6pp |
| Annual return | 20.07% | 64.34%-44.3pp | 71.41%-51.3pp | 345.43%-325.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,996 | $7,111-29.7% | $6,710-25.5% | $5,851-14.6% |
| Admin fee / account holder | $14,117 | $12,125+16.4% | $10,264+37.5% | $11,599+21.7% |