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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 | $56,984 | $162,529-64.9% | $130,788-56.4% | $154,746-63.2% |
| Participation rate | 21.7% | 75.9%-54.1pp | 70.1%-48.4pp | 80.7%-59.0pp |
| Annual return | 16.07% | 510.48%-494.4pp | 386.44%-370.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,677 | $4,808-65.1% | $4,137-59.5% | $6,730-75.1% |
| Admin fee / account holder | $1,412 | $7,669-81.6% | $6,673-78.8% | $14,365-90.2% |