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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 | $52,169 | $185,905-71.9% | $170,057-69.3% | $139,487-62.6% |
| Participation rate | 47.4% | 87.8%-40.4pp | 87.0%-39.6pp | 80.3%-33.0pp |
| Annual return | 18.63% | 60.56%-41.9pp | 53.42%-34.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,152 | $11,627-38.5% | $10,411-31.3% | $6,713+6.6% |
| Admin fee / account holder | $5,072 | $15,397-67.1% | $12,826-60.5% | $11,407-55.5% |