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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 | $54,668 | $176,402-69.0% | $134,155-59.2% | $158,950-65.6% |
| Participation rate | 41.7% | 78.7%-37.1pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 14.06% | 63.66%-49.6pp | 36.34%-22.3pp | 302.91%-288.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,302 | $4,093+29.5% | $3,500+51.5% | $5,983-11.4% |
| Admin fee / account holder | $5,569 | $8,719-36.1% | $6,685-16.7% | $11,248-50.5% |