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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 | $31,554 | $70,366-55.2% | $66,674-52.7% | $138,895-77.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 15.57% | 386.41%-370.8pp | 321.24%-305.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,508 | $4,374+48.8% | $4,084+59.3% | $6,396+1.7% |
| Admin fee / account holder | $8,528 | $5,262+62.1% | $5,098+67.3% | $12,562-32.1% |