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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 | $72,521 | $157,296-53.9% | $141,191-48.6% | $152,897-52.6% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,441 | $7,111-51.6% | $6,710-48.7% | $5,851-41.2% |
| Admin fee / account holder | $16,860 | $12,125+39.1% | $10,264+64.3% | $11,599+45.4% |