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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 | $63,320 | $108,882-41.8% | $96,754-34.6% | $154,746-59.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 16.58% | 98.39%-81.8pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,185 | $5,323-2.6% | $4,758+9.0% | $6,730-23.0% |
| Admin fee / account holder | $532 | $10,200-94.8% | $8,905-94.0% | $14,365-96.3% |