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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 | $44,044 | $100,203-56.0% | $85,240-48.3% | $145,897-69.8% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.2pp | 80.3%-43.9pp |
| Annual return | 8.63% | 84.28%-75.6pp | 66.75%-58.1pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,912 | $5,299+11.6% | $4,527+30.6% | $6,689-11.6% |
| Admin fee / account holder | $789 | $7,265-89.1% | $6,165-87.2% | $13,390-94.1% |