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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 | $40,184 | $124,336-67.7% | $111,303-63.9% | $167,518-76.0% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 13.60% | 37.45%-23.8pp | 54.66%-41.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,783 | $5,181-46.3% | $4,487-38.0% | $6,342-56.1% |
| Admin fee / account holder | $2,753 | $10,623-74.1% | $7,966-65.4% | $12,312-77.6% |