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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 | $62,587 | $112,915-44.6% | $90,965-31.2% | $158,950-60.6% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 10.93% | 215.75%-204.8pp | 134.57%-123.6pp | 302.91%-292.0pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,718 | $4,128-58.4% | $3,373-49.1% | $5,983-71.3% |
| Admin fee / account holder | $1,337 | $8,044-83.4% | $5,960-77.6% | $11,248-88.1% |