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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 | $56,500 | $72,071-21.6% | $68,368-17.4% | $137,256-58.8% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.0%-40.8pp |
| Annual return | 14.21% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,364 | $4,410-69.1% | $4,123-66.9% | $6,407-78.7% |
| Admin fee / account holder | $1,088 | $5,336-79.6% | $5,150-78.9% | $12,270-91.1% |