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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 | $35,705 | $162,529-78.0% | $130,788-72.7% | $154,746-76.9% |
| Participation rate | 38.1% | 75.9%-37.8pp | 70.1%-32.0pp | 80.7%-42.6pp |
| Annual return | 17.35% | 510.48%-493.1pp | 386.44%-369.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,751 | $4,808-42.8% | $4,137-33.5% | $6,730-59.1% |
| Admin fee / account holder | $1,215 | $7,669-84.2% | $6,673-81.8% | $14,365-91.5% |