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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 | $99,995-42.7% | $85,063-32.6% | $145,978-60.8% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 11.34% | 83.99%-72.7pp | 66.54%-55.2pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,044 | $5,295-61.4% | $4,523-54.8% | $6,690-69.5% |
| Admin fee / account holder | $2,569 | $7,255-64.6% | $6,155-58.3% | $13,400-80.8% |