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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 | $50,666 | $108,911-53.5% | $100,392-49.5% | $145,884-65.3% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 12.39% | 58.23%-45.8pp | 49.45%-37.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $371 | $9,698-96.2% | $7,904-95.3% | $13,392-97.2% |