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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 | $44,086 | $104,953-58.0% | $84,637-47.9% | $152,909-71.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 18.87% | 373.94%-355.1pp | 258.82%-240.0pp | 345.46%-326.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,123 | $4,691-76.1% | $3,900-71.2% | $5,851-80.8% |
| Admin fee / account holder | $6,770 | $6,244+8.4% | $4,914+37.8% | $11,601-41.6% |