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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 | $136,000 | $157,304-13.5% | $141,197-3.7% | $152,909-11.1% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,869 | $7,111-3.4% | $6,710+2.4% | $5,851+17.4% |
| Admin fee / account holder | $20,235 | $12,126+66.9% | $10,265+97.1% | $11,601+74.4% |