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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 | $49,162 | $121,656-59.6% | $104,614-53.0% | $158,950-69.1% |
| Participation rate | 52.2% | 77.5%-25.4pp | 74.1%-21.9pp | 82.0%-29.8pp |
| Annual return | 12.80% | 465.51%-452.7pp | 340.56%-327.8pp | 302.91%-290.1pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $888 | $4,177-78.7% | $3,739-76.3% | $5,983-85.2% |
| Admin fee / account holder | $910 | $7,775-88.3% | $6,464-85.9% | $11,248-91.9% |