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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 | $62,899 | $107,941-41.7% | $91,994-31.6% | $152,897-58.9% |
| Participation rate | 15.0% | 81.2%-66.2pp | 78.6%-63.6pp | 82.5%-67.5pp |
| Annual return | 15.47% | 89.28%-73.8pp | 69.04%-53.6pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $808 | $10,521-92.3% | $7,744-89.6% | $11,599-93.0% |