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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 | $65,342 | $152,612-57.2% | $125,192-47.8% | $152,897-57.3% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.5%-18.8pp |
| Annual return | 15.57% | 54.85%-39.3pp | 43.79%-28.2pp | 345.43%-329.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,925 | $5,868-67.2% | $4,937-61.0% | $5,851-67.1% |
| Admin fee / account holder | $923 | $13,437-93.1% | $9,704-90.5% | $11,599-92.0% |