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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 | $167,030-78.6% | $135,768-73.7% | $155,188-77.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 71.1%-33.0pp | 80.8%-42.7pp |
| Annual return | 17.35% | 678.39%-661.0pp | 526.10%-508.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,751 | $4,528-39.2% | $3,977-30.8% | $6,531-57.9% |
| Admin fee / account holder | $1,215 | $8,172-85.1% | $7,048-82.8% | $14,480-91.6% |