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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 | $19,804 | $95,580-79.3% | $76,872-74.2% | $139,466-85.8% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 16.31% | 55.00%-38.7pp | 37.90%-21.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,767 | $4,623+24.7% | $3,832+50.5% | $6,712-14.1% |
| Admin fee / account holder | $3,978 | $8,302-52.1% | $5,476-27.4% | $11,409-65.1% |