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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 | $69,698 | $108,942-36.0% | $100,415-30.6% | $145,897-52.2% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 15.25% | 58.27%-43.0pp | 49.47%-34.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,442 | $8,461-59.3% | $8,091-57.5% | $6,689-48.5% |
| Admin fee / account holder | $897 | $9,702-90.8% | $7,906-88.7% | $13,390-93.3% |