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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 | $50,208 | $70,366-28.6% | $66,674-24.7% | $138,895-63.9% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 23.26% | 386.41%-363.2pp | 321.24%-298.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,745 | $4,374-60.1% | $4,084-57.3% | $6,396-72.7% |
| Admin fee / account holder | $802 | $5,262-84.8% | $5,098-84.3% | $12,562-93.6% |