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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 | $67,329 | $175,259-61.6% | $149,723-55.0% | $139,487-51.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 14.54% | 166.82%-152.3pp | 134.50%-120.0pp | 373.84%-359.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,042 | $6,522-38.0% | $5,682-28.9% | $6,713-39.8% |
| Admin fee / account holder | $4,114 | $16,158-74.5% | $13,215-68.9% | $11,407-63.9% |