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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 | $29,250 | $111,878-73.9% | $93,727-68.8% | $145,897-80.0% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 10.18% | 204.28%-194.1pp | 133.83%-123.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,533 | $4,920-48.5% | $4,417-42.6% | $6,689-62.1% |
| Admin fee / account holder | $617 | $10,256-94.0% | $8,292-92.6% | $13,390-95.4% |