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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 | $52,469 | $89,367-41.3% | $141,191-62.8% | $72,975-28.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 30.59% | 111.87%-81.3pp | 71.41%-40.8pp | 81.01%-50.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,220 | $5,419+33.2% | $6,710+7.6% | $3,608+100.1% |
| Admin fee / account holder | $4,974 | $5,957-16.5% | $10,264-51.5% | $5,124-2.9% |