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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 | $68,475 | $202,440-66.2% | $169,390-59.6% | $139,466-50.9% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.87% | 532.36%-521.5pp | 406.07%-395.2pp | 373.66%-362.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,455 | $6,940-79.0% | $6,222-76.6% | $6,712-78.3% |
| Admin fee / account holder | $1,485 | $10,722-86.1% | $9,015-83.5% | $11,409-87.0% |