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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 | $49,325 | $70,366-29.9% | $66,674-26.0% | $138,895-64.5% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.7%-50.6pp | 79.9%-56.8pp |
| Annual return | 16.13% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,099 | $4,374-52.0% | $4,084-48.6% | $6,396-67.2% |
| Admin fee / account holder | $2,640 | $5,262-49.8% | $5,098-48.2% | $12,562-79.0% |