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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 | $24,071 | $148,582-83.8% | $135,942-82.3% | $139,456-82.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.29% | 79.26%-55.0pp | 68.28%-44.0pp | 373.45%-349.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,983 | $8,101-38.5% | $7,759-35.8% | $6,711-25.8% |
| Admin fee / account holder | $4,423 | $12,402-64.3% | $10,764-58.9% | $11,407-61.2% |