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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 | $30,853 | $118,708-74.0% | $98,920-68.8% | $158,966-80.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 14.79% | 372.49%-357.7pp | 196.47%-181.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,666 | $5,089-67.3% | $4,245-60.8% | $5,983-72.2% |
| Admin fee / account holder | $318 | $10,134-96.9% | $6,643-95.2% | $11,250-97.2% |