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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 | $5,327 | $70,366-92.4% | $66,674-92.0% | $138,895-96.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 21.48% | 386.41%-364.9pp | 321.24%-299.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $948 | $4,374-78.3% | $4,084-76.8% | $6,396-85.2% |
| Admin fee / account holder | $1,218 | $5,262-76.9% | $5,098-76.1% | $12,562-90.3% |