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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 | $69,384 | $103,392-32.9% | $87,104-20.3% | $152,897-54.6% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.9%-30.2pp | 82.5%-35.8pp |
| Annual return | 16.59% | 28.10%-11.5pp | 28.19%-11.6pp | 345.43%-328.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,543 | $4,778-67.7% | $4,048-61.9% | $5,851-73.6% |
| Admin fee / account holder | $682 | $12,194-94.4% | $7,491-90.9% | $11,599-94.1% |