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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 | $42,958 | $152,592-71.8% | $125,180-65.7% | $152,885-71.9% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 24.64% | 54.84%-30.2pp | 43.79%-19.1pp | 345.39%-320.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,681 | $5,868-3.2% | $4,937+15.1% | $5,851-2.9% |
| Admin fee / account holder | $3,291 | $13,435-75.5% | $9,703-66.1% | $11,598-71.6% |