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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 | $62,485 | $132,099-52.7% | $115,599-45.9% | $138,895-55.0% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 16.18% | 176.76%-160.6pp | 111.10%-94.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,181 | $5,617-25.6% | $4,889-14.5% | $6,396-34.6% |
| Admin fee / account holder | $6,916 | $15,650-55.8% | $12,841-46.1% | $12,562-44.9% |