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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 | $70,844 | $137,414-48.4% | $189,545-62.6% | $85,851-17.5% |
| Participation rate | 28.9% | 84.6%-55.7pp | 87.8%-58.9pp | 69.3%-40.4pp |
| Annual return | 16.38% | 38.14%-21.8pp | 555.36%-539.0pp | 318.63%-302.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,629 | $6,260-26.1% | $8,220-43.7% | $3,952+17.1% |
| Admin fee / account holder | $2,814 | $8,630-67.4% | $12,049-76.6% | $6,261-55.1% |