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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 | $79,622 | $106,923-25.5% | $84,023-5.2% | $152,909-47.9% |
| Participation rate | 68.8% | 75.3%-6.5pp | 69.0%-0.3pp | 82.5%-13.7pp |
| Annual return | 20.95% | 105.02%-84.1pp | 71.32%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,235 | $4,013-44.3% | $3,239-31.0% | $5,851-61.8% |
| Admin fee / account holder | $4,574 | $8,289-44.8% | $6,102-25.0% | $11,601-60.6% |