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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 | $77,944 | $70,366+10.8% | $66,674+16.9% | $138,895-43.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 21.45% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,345 | $4,374-69.3% | $4,084-67.1% | $6,396-79.0% |
| Admin fee / account holder | $309 | $5,262-94.1% | $5,098-93.9% | $12,562-97.5% |