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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 | $38,557 | $107,941-64.3% | $91,994-58.1% | $152,897-74.8% |
| Participation rate | 46.2% | 81.2%-35.0pp | 78.6%-32.5pp | 82.5%-36.3pp |
| Annual return | 16.78% | 89.28%-72.5pp | 69.04%-52.3pp | 345.43%-328.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,656 | $6,366-58.3% | $5,924-55.2% | $5,851-54.6% |
| Admin fee / account holder | $476 | $10,521-95.5% | $7,744-93.9% | $11,599-95.9% |