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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 | $68,947 | $136,214-49.4% | $98,775-30.2% | $167,536-58.8% |
| Participation rate | 11.1% | 70.2%-59.1pp | 65.7%-54.6pp | 82.1%-71.0pp |
| Annual return | 10.85% | 67.53%-56.7pp | 49.92%-39.1pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $603 | $3,716-83.8% | $3,035-80.1% | $6,342-90.5% |
| Admin fee / account holder | $10,804 | $5,031+114.8% | $4,076+165.1% | $12,315-12.3% |