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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 | $102,528 | $115,810-11.5% | $101,271+1.2% | $158,966-35.5% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 14.99% | 56.15%-41.2pp | 46.48%-31.5pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,040 | $4,958-58.8% | $4,371-53.3% | $5,983-65.9% |
| Admin fee / account holder | $978 | $7,248-86.5% | $5,948-83.6% | $11,250-91.3% |