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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 | $56,111 | $127,298-55.9% | $109,916-49.0% | $167,553-66.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 13.46% | 22.97%-9.5pp | 29.46%-16.0pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,127 | $4,513-75.0% | $4,047-72.2% | $6,343-82.2% |
| Admin fee / account holder | $2,164 | $7,119-69.6% | $6,069-64.4% | $12,316-82.4% |