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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 | $45,587 | $67,823-32.8% | $52,425-13.0% | $137,256-66.8% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 11.43% | 219.11%-207.7pp | 302.12%-290.7pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,303 | $2,288-43.0% | $1,790-27.2% | $6,407-79.7% |
| Admin fee / account holder | $889 | $2,844-68.7% | $2,495-64.4% | $12,270-92.8% |