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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 | $37,606 | $100,073-62.4% | $85,126-55.8% | $145,877-74.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 21.67% | 84.11%-62.4pp | 66.63%-45.0pp | 551.28%-529.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,640 | $5,294+119.9% | $4,523+157.3% | $6,691+74.0% |
| Admin fee / account holder | $1,524 | $7,261-79.0% | $6,160-75.3% | $13,402-88.6% |