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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 | $58,947 | $227,597-74.1% | $189,575-68.9% | $167,536-64.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 19.34% | 78.44%-59.1pp | 64.19%-44.9pp | 478.82%-459.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,784 | $7,002-31.7% | $6,174-22.5% | $6,342-24.6% |
| Admin fee / account holder | $1,606 | $11,877-86.5% | $9,806-83.6% | $12,315-87.0% |