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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 | $64,816 | $81,664-20.6% | $70,476-8.0% | $158,966-59.2% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 14.45% | 208.59%-194.1pp | 109.12%-94.7pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,798 | $4,556-60.5% | $3,710-51.5% | $5,983-69.9% |
| Admin fee / account holder | $3,626 | $6,197-41.5% | $3,847-5.7% | $11,250-67.8% |