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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 | $30,992 | $112,131-72.4% | $95,964-67.7% | $158,982-80.5% |
| Participation rate | 45.8% | 79.0%-33.2pp | 77.1%-31.3pp | 82.0%-36.1pp |
| Annual return | 15.64% | 171.19%-155.5pp | 91.64%-76.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,997 | $4,784-16.4% | $4,167-4.1% | $5,983-33.2% |
| Admin fee / account holder | $765 | $10,136-92.5% | $6,797-88.7% | $11,252-93.2% |