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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 | $78,943 | $115,810-31.8% | $101,271-22.0% | $158,966-50.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 17.33% | 56.15%-38.8pp | 46.48%-29.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,865 | $4,958-62.4% | $4,371-57.3% | $5,983-68.8% |
| Admin fee / account holder | $576 | $7,248-92.0% | $5,948-90.3% | $11,250-94.9% |