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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 | $37,368 | $96,388-61.2% | $80,627-53.7% | $139,466-73.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 15.24% | 1352.08%-1336.8pp | 936.76%-921.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,134 | $5,224-78.3% | $4,443-74.5% | $6,712-83.1% |
| Admin fee / account holder | $784 | $6,603-88.1% | $5,381-85.4% | $11,409-93.1% |