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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 | $52,835 | $126,113-58.1% | $116,096-54.5% | $155,188-66.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 10.61% | 391.72%-381.1pp | 326.25%-315.6pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,774 | $4,162-57.4% | $3,952-55.1% | $6,531-72.8% |
| Admin fee / account holder | $1,573 | $8,045-80.5% | $7,704-79.6% | $14,480-89.1% |