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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 | $24,060 | $104,953-77.1% | $84,637-71.6% | $152,909-84.3% |
| Participation rate | 36.4% | 74.8%-38.5pp | 68.2%-31.9pp | 82.5%-46.1pp |
| Annual return | 24.94% | 373.94%-349.0pp | 258.82%-233.9pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,340 | $4,691-71.4% | $3,900-65.6% | $5,851-77.1% |
| Admin fee / account holder | $586 | $6,244-90.6% | $4,914-88.1% | $11,601-94.9% |