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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 | $97,050 | $115,810-16.2% | $101,271-4.2% | $158,966-38.9% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 31.61% | 56.15%-24.5pp | 46.48%-14.9pp | 302.95%-271.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,876 | $4,958-42.0% | $4,371-34.2% | $5,983-51.9% |
| Admin fee / account holder | $1,277 | $7,248-82.4% | $5,948-78.5% | $11,250-88.6% |