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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 | $62,511 | $166,131-62.4% | $164,975-62.1% | $145,877-57.1% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 18.44% | 100.37%-81.9pp | 70.12%-51.7pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,749 | $6,962-31.8% | $6,033-21.3% | $6,691-29.0% |
| Admin fee / account holder | $4,142 | $16,648-75.1% | $12,688-67.4% | $13,402-69.1% |