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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 | $41,631 | $90,530-54.0% | $76,030-45.2% | $145,897-71.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.98% | 625.08%-615.1pp | 361.54%-351.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,384 | $5,164-53.8% | $4,257-44.0% | $6,689-64.4% |
| Admin fee / account holder | $1,172 | $8,383-86.0% | $6,421-81.7% | $13,390-91.2% |