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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 | $29,945 | $112,121-73.3% | $95,960-68.8% | $158,966-81.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 24.96% | 171.16%-146.2pp | 91.63%-66.7pp | 302.95%-278.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,919 | $4,784-18.1% | $4,167-6.0% | $5,983-34.5% |
| Admin fee / account holder | $1,542 | $10,135-84.8% | $6,797-77.3% | $11,250-86.3% |