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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 | $64,260 | $107,353-40.1% | $92,903-30.8% | $152,885-58.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 18.42% | 145.62%-127.2pp | 109.43%-91.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,199 | $4,848-34.0% | $4,238-24.5% | $5,851-45.3% |
| Admin fee / account holder | $5,217 | $7,081-26.3% | $5,795-10.0% | $11,598-55.0% |