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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 | $41,514 | $157,296-73.6% | $141,191-70.6% | $152,897-72.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 17.21% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,440 | $7,111-65.7% | $6,710-63.6% | $5,851-58.3% |
| Admin fee / account holder | $8,273 | $12,125-31.8% | $10,264-19.4% | $11,599-28.7% |