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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 | $81,474 | $109,967-25.9% | $97,197-16.2% | $145,877-44.1% |
| Participation rate | 36.8% | 76.0%-39.1pp | 72.7%-35.8pp | 80.3%-43.5pp |
| Annual return | 10.53% | 244.27%-233.7pp | 75.47%-64.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,307 | $4,676-72.1% | $4,263-69.3% | $6,691-80.5% |
| Admin fee / account holder | $2,624 | $6,199-57.7% | $5,637-53.5% | $13,402-80.4% |