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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 | $77,831 | $152,619-49.0% | $125,195-37.8% | $152,909-49.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 24.32% | 54.85%-30.5pp | 43.79%-19.5pp | 345.46%-321.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,243 | $5,869-27.7% | $4,937-14.1% | $5,851-27.5% |
| Admin fee / account holder | $3,558 | $13,437-73.5% | $9,704-63.3% | $11,601-69.3% |