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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 | $51,345 | $109,411-53.1% | $89,435-42.6% | $158,982-67.7% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 11.15% | 345.68%-334.5pp | 245.55%-234.4pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,464 | $4,600-68.2% | $3,890-62.4% | $5,983-75.5% |
| Admin fee / account holder | $1,602 | $6,159-74.0% | $4,884-67.2% | $11,252-85.8% |