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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 | $25,300 | $125,778-79.9% | $114,563-77.9% | $154,746-83.7% |
| Participation rate | 26.3% | 75.2%-48.9pp | 72.9%-46.6pp | 80.7%-54.4pp |
| Annual return | 29.02% | 295.14%-266.1pp | 241.09%-212.1pp | 172.34%-143.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,507 | $4,445-66.1% | $4,142-63.6% | $6,730-77.6% |
| Admin fee / account holder | $2,445 | $8,190-70.1% | $7,623-67.9% | $14,365-83.0% |