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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 | $61,506 | $90,530-32.1% | $76,030-19.1% | $145,897-57.8% |
| Participation rate | 26.7% | 74.4%-47.8pp | 69.1%-42.4pp | 80.3%-53.6pp |
| Annual return | 9.44% | 625.08%-615.6pp | 361.54%-352.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,346 | $5,164-73.9% | $4,257-68.4% | $6,689-79.9% |
| Admin fee / account holder | $1,143 | $8,383-86.4% | $6,421-82.2% | $13,390-91.5% |