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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 | $134,574 | $185,883-27.6% | $170,043-20.9% | $139,466-3.5% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 10.97% | 60.54%-49.6pp | 53.40%-42.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,756 | $11,626-59.1% | $10,410-54.3% | $6,712-29.1% |
| Admin fee / account holder | $1,514 | $15,393-90.2% | $12,824-88.2% | $11,409-86.7% |