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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 | $67,066 | $100,203-33.1% | $85,240-21.3% | $145,897-54.0% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 11.55% | 84.28%-72.7pp | 66.75%-55.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,314 | $5,299-18.6% | $4,527-4.7% | $6,689-35.5% |
| Admin fee / account holder | $1,198 | $7,265-83.5% | $6,165-80.6% | $13,390-91.1% |