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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 | $57,294 | $100,203-42.8% | $85,240-32.8% | $145,897-60.7% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.3pp | 80.3%-53.0pp |
| Annual return | 11.34% | 84.28%-72.9pp | 66.75%-55.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,044 | $5,299-61.4% | $4,527-54.9% | $6,689-69.5% |
| Admin fee / account holder | $2,569 | $7,265-64.6% | $6,165-58.3% | $13,390-80.8% |