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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 | $28,658 | $157,296-81.8% | $141,191-79.7% | $152,897-81.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 35.22% | 64.34%-29.1pp | 71.41%-36.2pp | 345.43%-310.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,180 | $7,111-13.1% | $6,710-7.9% | $5,851+5.6% |
| Admin fee / account holder | $947 | $12,125-92.2% | $10,264-90.8% | $11,599-91.8% |