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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 | $64,497 | $107,941-40.2% | $91,994-29.9% | $152,909-57.8% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.5%-39.6pp |
| Annual return | 25.22% | 89.28%-64.1pp | 69.04%-43.8pp | 345.46%-320.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,407 | $6,366-46.5% | $5,924-42.5% | $5,851-41.8% |
| Admin fee / account holder | $309 | $10,521-97.1% | $7,744-96.0% | $11,601-97.3% |