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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 | $33,007 | $105,210-68.6% | $159,487-79.3% | $85,851-61.6% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.8%-21.7pp | 69.3%-8.2pp |
| Annual return | 22.87% | 45.08%-22.2pp | 263.71%-240.8pp | 318.63%-295.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,522 | $5,946-40.8% | $7,354-52.1% | $3,952-10.9% |
| Admin fee / account holder | $3,716 | $6,934-46.4% | $10,804-65.6% | $6,261-40.6% |