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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 | $50,802 | $157,304-67.7% | $141,197-64.0% | $152,909-66.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 24.44% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,672 | $7,111-6.2% | $6,710-0.6% | $5,851+14.0% |
| Admin fee / account holder | $538 | $12,126-95.6% | $10,265-94.8% | $11,601-95.4% |