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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 | $32,249 | $108,897-70.4% | $100,378-67.9% | $145,877-77.9% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 12.06% | 58.17%-46.1pp | 49.41%-37.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,339 | $8,455-60.5% | $8,087-58.7% | $6,691-50.1% |
| Admin fee / account holder | $3,387 | $9,690-65.0% | $7,899-57.1% | $13,402-74.7% |