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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 | $60,494 | $115,796-47.8% | $101,264-40.3% | $158,950-61.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 9.59% | 56.15%-46.6pp | 46.48%-36.9pp | 302.91%-293.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,918 | $4,958-21.0% | $4,370-10.4% | $5,983-34.5% |
| Admin fee / account holder | $6,236 | $7,247-14.0% | $5,947+4.9% | $11,248-44.6% |