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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 | $54,197 | $185,883-70.8% | $170,043-68.1% | $139,466-61.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 36.88% | 60.54%-23.7pp | 53.40%-16.5pp | 373.66%-336.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,055 | $11,626-65.1% | $10,410-61.1% | $6,712-39.6% |
| Admin fee / account holder | $1,689 | $15,393-89.0% | $12,824-86.8% | $11,409-85.2% |