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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 | $52,867 | $81,664-35.3% | $70,476-25.0% | $158,966-66.7% |
| Participation rate | 53.3% | 77.7%-24.4pp | 75.1%-21.7pp | 82.0%-28.6pp |
| Annual return | 24.09% | 208.59%-184.5pp | 109.12%-85.0pp | 302.95%-278.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,079 | $4,556-76.3% | $3,710-70.9% | $5,983-82.0% |
| Admin fee / account holder | $1,437 | $6,197-76.8% | $3,847-62.6% | $11,250-87.2% |