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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 | $72,238 | $103,038-29.9% | $90,324-20.0% | $152,909-52.8% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 32.36% | 95.25%-62.9pp | 78.15%-45.8pp | 345.46%-313.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,832 | $4,282-57.2% | $3,885-52.8% | $5,851-68.7% |
| Admin fee / account holder | $464 | $6,177-92.5% | $5,356-91.3% | $11,601-96.0% |