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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 | $35,583 | $124,346-71.4% | $111,306-68.0% | $167,553-78.8% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 11.33% | 37.46%-26.1pp | 54.67%-43.3pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,739 | $5,182-66.4% | $4,488-61.2% | $6,343-72.6% |
| Admin fee / account holder | $613 | $10,623-94.2% | $7,966-92.3% | $12,316-95.0% |