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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 | $83,106 | $124,346-33.2% | $111,308-25.3% | $167,536-50.4% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 14.64% | 37.45%-22.8pp | 54.67%-40.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,468 | $5,182-33.1% | $4,487-22.7% | $6,342-45.3% |
| Admin fee / account holder | $1,262 | $10,621-88.1% | $7,965-84.2% | $12,315-89.8% |