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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 | $55,955 | $157,304-64.4% | $141,197-60.4% | $152,909-63.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.57% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,948 | $7,111-16.4% | $6,710-11.4% | $5,851+1.7% |
| Admin fee / account holder | $1,570 | $12,126-87.1% | $10,265-84.7% | $11,601-86.5% |