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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 | $54,573 | $134,817-59.5% | $123,973-56.0% | $155,188-64.8% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 19.53% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,206 | $5,706+43.8% | $5,247+56.4% | $6,531+25.6% |
| Admin fee / account holder | $8,566 | $13,245-35.3% | $11,799-27.4% | $14,480-40.8% |