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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 | $89,436 | $116,203-23.0% | $93,621-4.5% | $152,897-41.5% |
| Participation rate | 61.9% | 78.1%-16.1pp | 75.8%-13.9pp | 82.5%-20.5pp |
| Annual return | 25.35% | 35.96%-10.6pp | 32.76%-7.4pp | 345.43%-320.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,604 | $4,605-21.7% | $4,070-11.4% | $5,851-38.4% |
| Admin fee / account holder | $1,114 | $10,751-89.6% | $7,890-85.9% | $11,599-90.4% |