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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 | $25,052 | $103,038-75.7% | $90,324-72.3% | $152,909-83.6% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.5%-46.1pp |
| Annual return | 22.57% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,081 | $4,282-74.8% | $3,885-72.2% | $5,851-81.5% |
| Admin fee / account holder | $797 | $6,177-87.1% | $5,356-85.1% | $11,601-93.1% |