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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 | $45,118 | $124,336-63.7% | $111,303-59.5% | $167,518-73.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 9.72% | 37.45%-27.7pp | 54.66%-44.9pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,985 | $5,181-61.7% | $4,487-55.8% | $6,342-68.7% |
| Admin fee / account holder | $1,075 | $10,623-89.9% | $7,966-86.5% | $12,312-91.3% |