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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 | $50,445 | $157,296-67.9% | $141,191-64.3% | $152,897-67.0% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.5%-35.4pp |
| Annual return | 17.69% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,928 | $7,111-2.6% | $6,710+3.2% | $5,851+18.4% |
| Admin fee / account holder | $1,275 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |