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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 | $52,408 | $68,412-23.4% | $94,679-44.6% | $75,181-30.3% |
| Participation rate | 42.5% | 76.1%-33.6pp | 80.8%-38.4pp | 67.2%-24.7pp |
| Annual return | 19.89% | 616.91%-597.0pp | 156.75%-136.9pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,335 | $6,537-49.0% | $7,417-55.0% | $4,126-19.2% |
| Admin fee / account holder | $1,375 | $5,326-74.2% | $7,233-81.0% | $5,650-75.7% |