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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 | $94,610 | $107,368-11.9% | $92,915+1.8% | $152,909-38.1% |
| Participation rate | 38.1% | 79.8%-41.7pp | 76.0%-37.9pp | 82.5%-44.4pp |
| Annual return | 18.75% | 145.64%-126.9pp | 109.45%-90.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,927 | $4,848-60.3% | $4,238-54.5% | $5,851-67.1% |
| Admin fee / account holder | $797 | $7,082-88.7% | $5,796-86.3% | $11,601-93.1% |