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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 | $58,085 | $134,817-56.9% | $123,973-53.1% | $155,188-62.6% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.7%-7.9pp | 80.8%-12.1pp |
| Annual return | 17.47% | 515.49%-498.0pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,139 | $5,706-62.5% | $5,247-59.2% | $6,531-67.3% |
| Admin fee / account holder | $4,475 | $13,245-66.2% | $11,799-62.1% | $14,480-69.1% |