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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 | $61,635 | $103,008-40.2% | $90,304-31.7% | $152,897-59.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 18.62% | 95.22%-76.6pp | 78.13%-59.5pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,820 | $4,281-57.5% | $3,885-53.2% | $5,851-68.9% |
| Admin fee / account holder | $443 | $6,175-92.8% | $5,354-91.7% | $11,599-96.2% |