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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 | $43,843 | $63,346-30.8% | $92,240-52.5% | $70,126-37.5% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 19.13% | 530.19%-511.1pp | 176.29%-157.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,558 | $2,854-45.4% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $409 | $3,841-89.4% | $5,194-92.1% | $4,645-91.2% |