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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 | $88,981 | $118,877-25.1% | $96,570-7.9% | $167,536-46.9% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 14.41% | 50.50%-36.1pp | 37.79%-23.4pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,358 | $4,617-48.9% | $3,849-38.7% | $6,342-62.8% |
| Admin fee / account holder | $2,927 | $8,069-63.7% | $6,182-52.7% | $12,315-76.2% |