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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 | $79,140 | $154,193-48.7% | $130,045-39.1% | $139,466-43.3% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.5%-9.8pp | 80.3%-11.6pp |
| Annual return | 14.51% | 32.51%-18.0pp | -137.30%+151.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,525 | $6,709-47.5% | $5,820-39.4% | $6,712-47.5% |
| Admin fee / account holder | $853 | $13,989-93.9% | $10,600-91.9% | $11,409-92.5% |