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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 | $84,127 | $118,869-29.2% | $96,575-12.9% | $167,518-49.8% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.8%-10.7pp | 82.1%-23.0pp |
| Annual return | 11.63% | 50.49%-38.9pp | 37.79%-26.2pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,525 | $4,616-45.3% | $3,849-34.4% | $6,342-60.2% |
| Admin fee / account holder | $856 | $8,067-89.4% | $6,182-86.2% | $12,312-93.0% |