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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 | $64,109 | $103,038-37.8% | $90,324-29.0% | $152,909-58.1% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.5%-67.1pp |
| Annual return | 31.66% | 95.25%-63.6pp | 78.15%-46.5pp | 345.46%-313.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $806 | $4,282-81.2% | $3,885-79.2% | $5,851-86.2% |
| Admin fee / account holder | $1,564 | $6,177-74.7% | $5,356-70.8% | $11,601-86.5% |