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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 | $42,141 | $157,304-73.2% | $141,197-70.2% | $152,909-72.4% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 17.41% | 64.34%-46.9pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,802 | $7,111-32.5% | $6,710-28.4% | $5,851-17.9% |
| Admin fee / account holder | $4,761 | $12,126-60.7% | $10,265-53.6% | $11,601-59.0% |