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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 | $66,830 | $152,592-56.2% | $125,180-46.6% | $152,885-56.3% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.5%-38.7pp |
| Annual return | 23.61% | 54.84%-31.2pp | 43.79%-20.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,878 | $5,868-68.0% | $4,937-62.0% | $5,851-67.9% |
| Admin fee / account holder | $3,311 | $13,435-75.4% | $9,703-65.9% | $11,598-71.4% |