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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 | $66,945 | $165,399-59.5% | $149,745-55.3% | $158,982-57.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 16.16% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,620 | $7,183-49.6% | $6,843-47.1% | $5,983-39.5% |
| Admin fee / account holder | $9,901 | $10,811-8.4% | $9,312+6.3% | $11,252-12.0% |