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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 | $8,184 | $70,366-88.4% | $66,674-87.7% | $138,895-94.1% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.7%-18.7pp | 79.9%-24.9pp |
| Annual return | 23.61% | 386.41%-362.8pp | 321.24%-297.6pp | 145.39%-121.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,912 | $4,374-56.3% | $4,084-53.2% | $6,396-70.1% |
| Admin fee / account holder | $390 | $5,262-92.6% | $5,098-92.3% | $12,562-96.9% |