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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 | $59,821 | $148,629-59.8% | $135,982-56.0% | $139,487-57.1% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 17.15% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,971 | $8,102-51.0% | $7,760-48.8% | $6,713-40.8% |
| Admin fee / account holder | $464 | $12,406-96.3% | $10,767-95.7% | $11,407-95.9% |