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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 | $68,722 | $103,000-33.3% | $90,300-23.9% | $152,885-55.0% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 18.42% | 95.19%-76.8pp | 78.11%-59.7pp | 345.39%-327.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,899 | $4,281-55.6% | $3,884-51.1% | $5,851-67.5% |
| Admin fee / account holder | $912 | $6,173-85.2% | $5,353-83.0% | $11,598-92.1% |