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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 | $55,591 | $157,276-64.7% | $141,177-60.6% | $152,885-63.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 21.93% | 64.33%-42.4pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,121 | $7,110-28.0% | $6,710-23.7% | $5,851-12.5% |
| Admin fee / account holder | $2,855 | $12,123-76.4% | $10,263-72.2% | $11,598-75.4% |