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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 | $77,910 | $132,634-41.3% | $115,768-32.7% | $137,256-43.2% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 15.85% | 160.70%-144.9pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,615 | $5,619-71.3% | $4,917-67.2% | $6,407-74.8% |
| Admin fee / account holder | $1,053 | $15,028-93.0% | $12,439-91.5% | $12,270-91.4% |