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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 | $106,939 | $124,346-14.0% | $111,308-3.9% | $167,536-36.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.95% | 37.45%-21.5pp | 54.67%-38.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,999 | $5,182-22.8% | $4,487-10.9% | $6,342-36.9% |
| Admin fee / account holder | $645 | $10,621-93.9% | $7,965-91.9% | $12,315-94.8% |