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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 | $38,015 | $89,364-57.5% | $141,177-73.1% | $72,983-47.9% |
| Participation rate | 67.1% | 75.1%-8.1pp | 82.5%-15.4pp | 69.5%-2.4pp |
| Annual return | 38.03% | 111.86%-73.8pp | 71.40%-33.4pp | 81.01%-43.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,433 | $5,419+111.0% | $6,710+70.4% | $3,608+216.9% |
| Admin fee / account holder | $1,041 | $5,959-82.5% | $10,263-89.9% | $5,124-79.7% |