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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 | $53,901 | $162,529-66.8% | $130,788-58.8% | $154,746-65.2% |
| Participation rate | 43.8% | 75.9%-32.1pp | 70.1%-26.4pp | 80.7%-37.0pp |
| Annual return | 10.84% | 510.48%-499.6pp | 386.44%-375.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,522 | $4,808-5.9% | $4,137+9.3% | $6,730-32.8% |
| Admin fee / account holder | $2,421 | $7,669-68.4% | $6,673-63.7% | $14,365-83.1% |