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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 | $87,979 | $136,214-35.4% | $98,775-10.9% | $167,536-47.5% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 12.17% | 67.53%-55.4pp | 49.92%-37.7pp | 478.82%-466.6pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,250 | $3,716-66.4% | $3,035-58.8% | $6,342-80.3% |
| Admin fee / account holder | $565 | $5,031-88.8% | $4,076-86.2% | $12,315-95.4% |