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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 | $99,677 | $121,677-18.1% | $104,625-4.7% | $158,966-37.3% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 16.78% | 465.58%-448.8pp | 340.60%-323.8pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,045 | $4,175-51.0% | $3,738-45.3% | $5,983-65.8% |
| Admin fee / account holder | $2,386 | $7,777-69.3% | $6,465-63.1% | $11,250-78.8% |