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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 | $82,276 | $115,810-29.0% | $101,271-18.8% | $158,966-48.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 12.98% | 56.15%-43.2pp | 46.48%-33.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,483 | $4,958-49.9% | $4,371-43.2% | $5,983-58.5% |
| Admin fee / account holder | $3,786 | $7,248-47.8% | $5,948-36.3% | $11,250-66.3% |