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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 | $70,810 | $152,612-53.6% | $125,192-43.4% | $152,897-53.7% |
| Participation rate | 53.3% | 83.3%-30.0pp | 79.8%-26.4pp | 82.5%-29.1pp |
| Annual return | 20.51% | 54.85%-34.3pp | 43.79%-23.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,601 | $5,868-55.7% | $4,937-47.3% | $5,851-55.6% |
| Admin fee / account holder | $4,928 | $13,437-63.3% | $9,704-49.2% | $11,599-57.5% |