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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 | $62,165 | $115,810-46.3% | $101,271-38.6% | $158,966-60.9% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 10.00% | 56.15%-46.2pp | 46.48%-36.5pp | 302.95%-293.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,967 | $4,958+0.2% | $4,371+13.7% | $5,983-17.0% |
| Admin fee / account holder | $1,911 | $7,248-73.6% | $5,948-67.9% | $11,250-83.0% |