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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 | $71,560 | $112,099-36.2% | $95,954-25.4% | $158,931-55.0% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 9.46% | 171.12%-161.7pp | 91.62%-82.2pp | 302.86%-293.4pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,788 | $4,784-62.6% | $4,167-57.1% | $5,982-70.1% |
| Admin fee / account holder | $961 | $10,132-90.5% | $6,796-85.9% | $11,247-91.5% |