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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 | $35,343 | $103,038-65.7% | $90,324-60.9% | $152,909-76.9% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 14.83% | 95.25%-80.4pp | 78.15%-63.3pp | 345.46%-330.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,867 | $4,282+60.4% | $3,885+76.7% | $5,851+17.4% |
| Admin fee / account holder | $692 | $6,177-88.8% | $5,356-87.1% | $11,601-94.0% |