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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 | $62,431 | $157,296-60.3% | $141,191-55.8% | $152,897-59.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.27% | 64.34%-43.1pp | 71.41%-50.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,385 | $7,111-24.3% | $6,710-19.7% | $5,851-8.0% |
| Admin fee / account holder | $12,623 | $12,125+4.1% | $10,264+23.0% | $11,599+8.8% |