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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 | $30,314 | $67,823-55.3% | $52,425-42.2% | $137,256-77.9% |
| Participation rate | 35.3% | 63.9%-28.6pp | 55.6%-20.3pp | 80.0%-44.7pp |
| Annual return | 13.17% | 219.11%-205.9pp | 302.12%-289.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,262 | $2,288-1.1% | $1,790+26.3% | $6,407-64.7% |
| Admin fee / account holder | $6,653 | $2,844+133.9% | $2,495+166.7% | $12,270-45.8% |