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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 | $73,479 | $108,911-32.5% | $100,392-26.8% | $145,884-49.6% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 11.53% | 58.23%-46.7pp | 49.45%-37.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,651 | $8,459-68.7% | $8,090-67.2% | $6,690-60.4% |
| Admin fee / account holder | $2,093 | $9,698-78.4% | $7,904-73.5% | $13,392-84.4% |