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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 | $64,954 | $107,368-39.5% | $92,915-30.1% | $152,909-57.5% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.5%-23.4pp |
| Annual return | 19.13% | 145.64%-126.5pp | 109.45%-90.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,419 | $4,848-50.1% | $4,238-42.9% | $5,851-58.7% |
| Admin fee / account holder | $4,840 | $7,082-31.7% | $5,796-16.5% | $11,601-58.3% |