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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 | $40,696 | $125,237-67.5% | $105,608-61.5% | $145,877-72.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.21% | 225.76%-214.6pp | 116.50%-105.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,711 | $5,711-70.0% | $5,010-65.8% | $6,691-74.4% |
| Admin fee / account holder | $1,624 | $17,287-90.6% | $11,028-85.3% | $13,402-87.9% |