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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 | $79,773 | $70,366+13.4% | $66,674+19.6% | $138,895-42.6% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.7%-12.6pp | 79.9%-18.8pp |
| Annual return | 14.37% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,888 | $4,374-56.8% | $4,084-53.8% | $6,396-70.5% |
| Admin fee / account holder | $4,735 | $5,262-10.0% | $5,098-7.1% | $12,562-62.3% |