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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 | $26,643 | $110,093-75.8% | $97,295-72.6% | $145,897-81.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 17.05% | 244.76%-227.7pp | 75.62%-58.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $963 | $4,678-79.4% | $4,264-77.4% | $6,689-85.6% |
| Admin fee / account holder | $717 | $6,212-88.5% | $5,646-87.3% | $13,390-94.6% |