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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 | $51,275 | $157,296-67.4% | $141,191-63.7% | $152,897-66.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 30.14% | 64.34%-34.2pp | 71.41%-41.3pp | 345.43%-315.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,692 | $7,111-48.1% | $6,710-45.0% | $5,851-36.9% |
| Admin fee / account holder | $1,249 | $12,125-89.7% | $10,264-87.8% | $11,599-89.2% |