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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 | $82,308 | $124,330-33.8% | $109,173-24.6% | $167,536-50.9% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 18.34% | 26.04%-7.7pp | 25.75%-7.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,500 | $5,256+23.7% | $4,654+39.7% | $6,342+2.5% |
| Admin fee / account holder | $675 | $7,974-91.5% | $6,755-90.0% | $12,315-94.5% |