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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 | $62,685 | $109,372-42.7% | $89,414-29.9% | $158,966-60.6% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 9.05% | 345.55%-336.5pp | 245.50%-236.5pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $890 | $4,598-80.7% | $3,890-77.1% | $5,983-85.1% |
| Admin fee / account holder | $1,694 | $6,156-72.5% | $4,883-65.3% | $11,250-84.9% |