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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 | $33,880 | $118,708-71.5% | $98,920-65.8% | $158,966-78.7% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 12.21% | 372.49%-360.3pp | 196.47%-184.3pp | 302.95%-290.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,969 | $5,089-61.3% | $4,245-53.6% | $5,983-67.1% |
| Admin fee / account holder | $731 | $10,134-92.8% | $6,643-89.0% | $11,250-93.5% |