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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 | $23,989 | $104,937-77.1% | $84,628-71.7% | $152,897-84.3% |
| Participation rate | 53.8% | 74.8%-21.0pp | 68.2%-14.4pp | 82.5%-28.6pp |
| Annual return | 32.26% | 373.88%-341.6pp | 258.80%-226.5pp | 345.43%-313.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,129 | $4,690-12.0% | $3,900+5.9% | $5,851-29.4% |
| Admin fee / account holder | $838 | $6,243-86.6% | $4,914-82.9% | $11,599-92.8% |