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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 | $25,252 | $70,366-64.1% | $66,674-62.1% | $138,895-81.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 21.15% | 386.41%-365.3pp | 321.24%-300.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,895 | $4,374-56.7% | $4,084-53.6% | $6,396-70.4% |
| Admin fee / account holder | $1,740 | $5,262-66.9% | $5,098-65.9% | $12,562-86.2% |