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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 | $89,578 | $112,933-20.7% | $90,970-1.5% | $158,982-43.7% |
| Participation rate | 52.4% | 74.7%-22.4pp | 69.0%-16.6pp | 82.0%-29.6pp |
| Annual return | 15.37% | 215.82%-200.4pp | 134.60%-119.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,438 | $4,128-40.9% | $3,373-27.7% | $5,983-59.3% |
| Admin fee / account holder | $2,667 | $8,047-66.9% | $5,961-55.3% | $11,252-76.3% |