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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 | $47,948 | $157,304-69.5% | $141,197-66.0% | $152,909-68.6% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.5%-64.3pp |
| Annual return | 24.68% | 64.34%-39.7pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,246 | $7,111-54.4% | $6,710-51.6% | $5,851-44.5% |
| Admin fee / account holder | $9,700 | $12,126-20.0% | $10,265-5.5% | $11,601-16.4% |