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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 | $4,846 | $70,366-93.1% | $66,674-92.7% | $138,895-96.5% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 16.36% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,112 | $4,374-51.7% | $4,084-48.3% | $6,396-67.0% |
| Admin fee / account holder | $3,219 | $5,262-38.8% | $5,098-36.9% | $12,562-74.4% |