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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 | $68,051 | $114,119-40.4% | $107,187-36.5% | $138,895-51.0% |
| Participation rate | 53.3% | 78.1%-24.7pp | 75.0%-21.7pp | 79.9%-26.6pp |
| Annual return | 15.89% | 273.21%-257.3pp | 204.55%-188.7pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,888 | $5,538-47.8% | $5,096-43.3% | $6,396-54.8% |
| Admin fee / account holder | $1,390 | $10,024-86.1% | $9,162-84.8% | $12,562-88.9% |