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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 | $29,398 | $107,363-72.6% | $92,909-68.4% | $152,897-80.8% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.0%-21.0pp | 82.5%-27.5pp |
| Annual return | 17.15% | 145.63%-128.5pp | 109.44%-92.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,224 | $4,848-54.1% | $4,238-47.5% | $5,851-62.0% |
| Admin fee / account holder | $5,883 | $7,082-16.9% | $5,795+1.5% | $11,599-49.3% |