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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 | $41,897 | $132,099-68.3% | $115,599-63.8% | $138,895-69.8% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 16.81% | 176.76%-159.9pp | 111.10%-94.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,457 | $5,617-56.3% | $4,889-49.7% | $6,396-61.6% |
| Admin fee / account holder | $334 | $15,650-97.9% | $12,841-97.4% | $12,562-97.3% |