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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 | $51,643 | $111,878-53.8% | $93,727-44.9% | $145,897-64.6% |
| Participation rate | 17.4% | 74.2%-56.8pp | 68.7%-51.3pp | 80.3%-62.9pp |
| Annual return | 7.93% | 204.28%-196.3pp | 133.83%-125.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,279 | $4,920-53.7% | $4,417-48.4% | $6,689-65.9% |
| Admin fee / account holder | $337 | $10,256-96.7% | $8,292-95.9% | $13,390-97.5% |