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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 | $54,857 | $125,778-56.4% | $114,563-52.1% | $154,746-64.6% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.9%-32.0pp | 80.7%-39.8pp |
| Annual return | 14.17% | 295.14%-281.0pp | 241.09%-226.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,918 | $4,445-56.9% | $4,142-53.7% | $6,730-71.5% |
| Admin fee / account holder | $451 | $8,190-94.5% | $7,623-94.1% | $14,365-96.9% |