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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 | $106,975 | $148,623-28.0% | $135,974-21.3% | $139,466-23.3% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 15.52% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,784 | $8,103-53.3% | $7,760-51.2% | $6,712-43.6% |
| Admin fee / account holder | $1,691 | $12,406-86.4% | $10,767-84.3% | $11,409-85.2% |