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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 | $42,353 | $166,131-74.5% | $164,975-74.3% | $145,877-71.0% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 14.66% | 100.37%-85.7pp | 70.12%-55.5pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,963 | $6,962-43.1% | $6,033-34.3% | $6,691-40.8% |
| Admin fee / account holder | $1,208 | $16,648-92.7% | $12,688-90.5% | $13,402-91.0% |