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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 | $20,372 | $104,937-80.6% | $84,628-75.9% | $152,897-86.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 26.85% | 373.88%-347.0pp | 258.80%-231.9pp | 345.43%-318.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,617 | $4,690+19.8% | $3,900+44.0% | $5,851-4.0% |
| Admin fee / account holder | $707 | $6,243-88.7% | $4,914-85.6% | $11,599-93.9% |