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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 | $42,600 | $226,105-81.2% | $182,540-76.7% | $152,897-72.1% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.0%-50.7pp | 82.5%-55.2pp |
| Annual return | 33.91% | 192.58%-158.7pp | 148.58%-114.7pp | 345.43%-311.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,950 | $6,370-38.0% | $5,525-28.5% | $5,851-32.5% |
| Admin fee / account holder | $1,230 | $10,706-88.5% | $8,593-85.7% | $11,599-89.4% |