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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 | $100,004-22.7% | $81,438-5.1% | $145,959-47.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 9.63% | 34.34%-24.7pp | 24.74%-15.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $900 | $4,603-80.4% | $3,883-76.8% | $6,689-86.5% |
| Admin fee / account holder | $650 | $8,202-92.1% | $5,764-88.7% | $13,398-95.2% |