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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 | $105,222 | $124,346-15.4% | $111,308-5.5% | $167,536-37.2% |
| Participation rate | 30.8% | 79.6%-48.9pp | 77.3%-46.6pp | 82.1%-51.3pp |
| Annual return | 9.62% | 37.45%-27.8pp | 54.67%-45.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,886 | $5,182-25.0% | $4,487-13.4% | $6,342-38.7% |
| Admin fee / account holder | $2,484 | $10,621-76.6% | $7,965-68.8% | $12,315-79.8% |