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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 | $66,548 | $125,184-46.8% | $105,607-37.0% | $145,884-54.4% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 14.95% | 225.00%-210.1pp | 116.11%-101.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,629 | $5,714-36.5% | $5,011-27.6% | $6,690-45.8% |
| Admin fee / account holder | $4,126 | $17,133-75.9% | $10,958-62.3% | $13,392-69.2% |