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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 | $11,212 | $70,366-84.1% | $66,674-83.2% | $138,895-91.9% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 17.88% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,228 | $4,374-71.9% | $4,084-69.9% | $6,396-80.8% |
| Admin fee / account holder | $1,441 | $5,262-72.6% | $5,098-71.7% | $12,562-88.5% |