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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 | $72,717 | $103,393-29.7% | $87,103-16.5% | $152,909-52.4% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 16.51% | 28.10%-11.6pp | 28.19%-11.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,688 | $4,778-43.8% | $4,049-33.6% | $5,851-54.1% |
| Admin fee / account holder | $8,481 | $12,195-30.5% | $7,491+13.2% | $11,601-26.9% |