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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 | $132,862 | $208,088-36.2% | $186,193-28.6% | $154,746-14.1% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.1%-49.8pp | 80.7%-53.4pp |
| Annual return | 17.47% | 89.97%-72.5pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,086 | $7,078-56.4% | $6,513-52.6% | $6,730-54.1% |
| Admin fee / account holder | $514 | $11,698-95.6% | $11,058-95.4% | $14,365-96.4% |