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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 | $157,276-64.4% | $141,177-60.4% | $152,885-63.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.57% | 64.33%-40.8pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,948 | $7,110-16.3% | $6,710-11.4% | $5,851+1.7% |
| Admin fee / account holder | $1,570 | $12,123-87.1% | $10,263-84.7% | $11,598-86.5% |