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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 | $79,525 | $115,814-31.3% | $101,275-21.5% | $158,982-50.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 19.40% | 56.16%-36.8pp | 46.48%-27.1pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,374 | $4,958-72.3% | $4,371-68.6% | $5,983-77.0% |
| Admin fee / account holder | $309 | $7,249-95.7% | $5,948-94.8% | $11,252-97.3% |