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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 | $44,065 | $157,296-72.0% | $141,191-68.8% | $152,897-71.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 18.56% | 64.34%-45.8pp | 71.41%-52.8pp | 345.43%-326.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,224 | $7,111-12.5% | $6,710-7.2% | $5,851+6.4% |
| Admin fee / account holder | $6,249 | $12,125-48.5% | $10,264-39.1% | $11,599-46.1% |