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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 | $47,059 | $157,304-70.1% | $141,197-66.7% | $152,909-69.2% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 32.04% | 64.34%-32.3pp | 71.41%-39.4pp | 345.46%-313.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,627 | $7,111+21.3% | $6,710+28.6% | $5,851+47.4% |
| Admin fee / account holder | $2,274 | $12,126-81.2% | $10,265-77.8% | $11,601-80.4% |