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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 | $57,767 | $124,346-53.5% | $111,308-48.1% | $167,536-65.5% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 37.15% | 37.45%-0.3pp | 54.67%-17.5pp | 478.82%-441.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,077 | $5,182+36.6% | $4,487+57.7% | $6,342+11.6% |
| Admin fee / account holder | $795 | $10,621-92.5% | $7,965-90.0% | $12,315-93.5% |