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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 | $3,452 | $70,366-95.1% | $66,674-94.8% | $138,895-97.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 14.40% | 386.41%-372.0pp | 321.24%-306.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,036 | $4,374-76.3% | $4,084-74.6% | $6,396-83.8% |
| Admin fee / account holder | $1,105 | $5,262-79.0% | $5,098-78.3% | $12,562-91.2% |