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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 | $43,848 | $183,627-76.1% | $155,602-71.8% | $145,978-70.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.84% | 61.32%-46.5pp | 64.81%-50.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,830 | $6,466+299.5% | $5,629+358.9% | $6,690+286.1% |
| Admin fee / account holder | $10,781 | $19,327-44.2% | $15,923-32.3% | $13,400-19.5% |