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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 | $77,270 | $100,279-22.9% | $81,353-5.0% | $145,884-47.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 9.63% | 34.49%-24.9pp | 24.82%-15.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $900 | $4,611-80.5% | $3,885-76.8% | $6,690-86.5% |
| Admin fee / account holder | $650 | $8,206-92.1% | $5,766-88.7% | $13,392-95.1% |