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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 | $96,799 | $176,402-45.1% | $134,162-27.8% | $158,982-39.1% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 13.52% | 63.66%-50.1pp | 36.35%-22.8pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,870 | $4,093-54.3% | $3,500-46.6% | $5,983-68.7% |
| Admin fee / account holder | $358 | $8,719-95.9% | $6,685-94.6% | $11,252-96.8% |