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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 | $32,076 | $157,276-79.6% | $141,177-77.3% | $152,885-79.0% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 23.80% | 64.33%-40.5pp | 71.40%-47.6pp | 345.39%-321.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,409 | $7,110-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $1,449 | $12,123-88.1% | $10,263-85.9% | $11,598-87.5% |