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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 | $77,462 | $148,582-47.9% | $135,942-43.0% | $139,456-44.5% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 13.68% | 79.26%-65.6pp | 68.28%-54.6pp | 373.45%-359.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,867 | $8,101-39.9% | $7,759-37.3% | $6,711-27.5% |
| Admin fee / account holder | $10,058 | $12,402-18.9% | $10,764-6.6% | $11,407-11.8% |