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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 | $129,098 | $152,619-15.4% | $125,195+3.1% | $152,909-15.6% |
| Participation rate | 52.2% | 83.3%-31.2pp | 79.8%-27.6pp | 82.5%-30.3pp |
| Annual return | 23.30% | 54.85%-31.6pp | 43.79%-20.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,819 | $5,869-34.9% | $4,937-22.6% | $5,851-34.7% |
| Admin fee / account holder | $30,452 | $13,437+126.6% | $9,704+213.8% | $11,601+162.5% |