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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 | $43,659 | $157,304-72.2% | $141,197-69.1% | $152,909-71.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.90% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,660 | $7,111-34.5% | $6,710-30.6% | $5,851-20.4% |
| Admin fee / account holder | $3,373 | $12,126-72.2% | $10,265-67.1% | $11,601-70.9% |