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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 | $88,426 | $208,088-57.5% | $186,193-52.5% | $154,746-42.9% |
| Participation rate | 27.8% | 80.0%-52.2pp | 77.1%-49.3pp | 80.7%-52.9pp |
| Annual return | 11.66% | 89.97%-78.3pp | 78.03%-66.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,409 | $7,078-66.0% | $6,513-63.0% | $6,730-64.2% |
| Admin fee / account holder | $4,274 | $11,698-63.5% | $11,058-61.3% | $14,365-70.2% |