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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 | $43,786 | $152,619-71.3% | $125,195-65.0% | $152,909-71.4% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 19.02% | 54.85%-35.8pp | 43.79%-24.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,222 | $5,869-62.1% | $4,937-55.0% | $5,851-62.0% |
| Admin fee / account holder | $3,376 | $13,437-74.9% | $9,704-65.2% | $11,601-70.9% |