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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 | $46,147 | $111,535-58.6% | $105,223-56.1% | $137,256-66.4% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.0%-62.5pp | 80.0%-67.5pp |
| Annual return | 14.69% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,931 | $5,500-64.9% | $5,072-61.9% | $6,407-69.9% |
| Admin fee / account holder | $5,257 | $9,721-45.9% | $8,859-40.7% | $12,270-57.2% |