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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 | $43,163 | $83,337-48.2% | $67,834-36.4% | $273,972-84.2% |
| Participation rate | 63.2% | 76.4%-13.3pp | 68.8%-5.6pp | 83.0%-19.9pp |
| Annual return | 10.09% | 259.45%-249.4pp | 138.47%-128.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,659 | $4,088+87.3% | $3,160+142.4% | $5,287+44.9% |
| Admin fee / account holder | $514 | $6,752-92.4% | $4,622-88.9% | $10,133-94.9% |