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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 | $49,757 | $134,817-63.1% | $123,973-59.9% | $155,188-67.9% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 12.24% | 515.49%-503.3pp | 388.13%-375.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,835 | $5,706-50.3% | $5,247-46.0% | $6,531-56.6% |
| Admin fee / account holder | $693 | $13,245-94.8% | $11,799-94.1% | $14,480-95.2% |