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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 | $58,166 | $107,941-46.1% | $91,994-36.8% | $152,897-62.0% |
| Participation rate | 7.7% | 81.2%-73.5pp | 78.6%-70.9pp | 82.5%-74.8pp |
| Annual return | 22.41% | 89.28%-66.9pp | 69.04%-46.6pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,351 | $6,366-63.1% | $5,924-60.3% | $5,851-59.8% |
| Admin fee / account holder | $3,795 | $10,521-63.9% | $7,744-51.0% | $11,599-67.3% |