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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 | $45,135 | $148,623-69.6% | $135,974-66.8% | $139,466-67.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 14.22% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,403 | $8,103+28.4% | $7,760+34.1% | $6,712+55.0% |
| Admin fee / account holder | $8,829 | $12,406-28.8% | $10,767-18.0% | $11,409-22.6% |