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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 | $11,784 | $72,071-83.7% | $68,368-82.8% | $137,256-91.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 22.20% | 353.14%-330.9pp | 292.57%-270.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,566 | $4,410+3.5% | $4,123+10.8% | $6,407-28.7% |
| Admin fee / account holder | $3,874 | $5,336-27.4% | $5,150-24.8% | $12,270-68.4% |