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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 | $83,540 | $109,344-23.6% | $89,400-6.6% | $158,950-47.4% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 13.53% | 345.73%-332.2pp | 245.64%-232.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,332 | $4,599-49.3% | $3,890-40.1% | $5,983-61.0% |
| Admin fee / account holder | $8,600 | $6,154+39.8% | $4,882+76.2% | $11,248-23.5% |