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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 | $37,922 | $90,489-58.1% | $76,051-50.1% | $145,978-74.0% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 17.95% | 622.78%-604.8pp | 360.42%-342.5pp | 550.52%-532.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,478 | $5,164-32.7% | $4,257-18.3% | $6,690-48.0% |
| Admin fee / account holder | $860 | $8,374-89.7% | $6,416-86.6% | $13,400-93.6% |