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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 | $37,405 | $52,581-28.9% | $130,788-71.4% | $64,340-41.9% |
| Participation rate | 45.5% | 46.5%-1.0pp | 70.1%-24.6pp | 55.2%-9.7pp |
| Annual return | 14.65% | 20.39%-5.7pp | 386.44%-371.8pp | 24.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,250 | $2,200-43.2% | $4,137-69.8% | $2,980-58.1% |
| Admin fee / account holder | $2,802 | $4,583-38.9% | $6,673-58.0% | $3,703-24.3% |