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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 | $39,851 | $72,071-44.7% | $68,368-41.7% | $137,256-71.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 18.40% | 353.14%-334.7pp | 292.57%-274.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,606 | $4,410-63.6% | $4,123-61.1% | $6,407-74.9% |
| Admin fee / account holder | $404 | $5,336-92.4% | $5,150-92.2% | $12,270-96.7% |