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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 | $79,027 | $109,967-28.1% | $97,197-18.7% | $145,877-45.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.65% | 244.27%-232.6pp | 75.47%-63.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,567 | $4,676-66.5% | $4,263-63.2% | $6,691-76.6% |
| Admin fee / account holder | $1,622 | $6,199-73.8% | $5,637-71.2% | $13,402-87.9% |