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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 | $31,340 | $132,099-76.3% | $115,599-72.9% | $138,895-77.4% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.3%-6.1pp | 79.9%-11.7pp |
| Annual return | 9.49% | 176.76%-167.3pp | 111.10%-101.6pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,425 | $5,617-56.8% | $4,889-50.4% | $6,396-62.1% |
| Admin fee / account holder | $3,175 | $15,650-79.7% | $12,841-75.3% | $12,562-74.7% |