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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 | $45,176 | $166,242-72.8% | $165,071-72.6% | $145,884-69.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.34% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,959 | $6,964+14.3% | $6,035+31.9% | $6,690+19.0% |
| Admin fee / account holder | $9,313 | $16,658-44.1% | $12,695-26.6% | $13,392-30.5% |