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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 | $49,918 | $103,000-51.5% | $90,300-44.7% | $152,885-67.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 19.86% | 95.19%-75.3pp | 78.11%-58.3pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,646 | $4,281-38.2% | $3,884-31.9% | $5,851-54.8% |
| Admin fee / account holder | $1,215 | $6,173-80.3% | $5,353-77.3% | $11,598-89.5% |