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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 | $42,334 | $185,883-77.2% | $170,043-75.1% | $139,466-69.6% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 19.95% | 60.54%-40.6pp | 53.40%-33.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,879 | $11,626-49.4% | $10,410-43.5% | $6,712-12.4% |
| Admin fee / account holder | $1,372 | $15,393-91.1% | $12,824-89.3% | $11,409-88.0% |