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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 | $34,669 | $105,145-67.0% | $94,664-63.4% | $139,466-75.1% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 16.65% | 38.09%-21.4pp | 156.84%-140.2pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,619 | $7,599-65.5% | $7,417-64.7% | $6,712-61.0% |
| Admin fee / account holder | $3,843 | $8,972-57.2% | $7,222-46.8% | $11,409-66.3% |