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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 | $50,512 | $166,131-69.6% | $164,975-69.4% | $145,877-65.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 15.45% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,096 | $6,962-55.5% | $6,033-48.7% | $6,691-53.7% |
| Admin fee / account holder | $3,125 | $16,648-81.2% | $12,688-75.4% | $13,402-76.7% |