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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 | $53,241 | $63,861-16.6% | $104,614-49.1% | $79,858-33.3% |
| Participation rate | 36.8% | 64.9%-28.1pp | 74.1%-37.2pp | 69.6%-32.8pp |
| Annual return | 14.93% | 21.30%-6.4pp | 340.56%-325.6pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,621 | $2,693-39.8% | $3,739-56.6% | $3,740-56.7% |
| Admin fee / account holder | $650 | $4,185-84.5% | $6,464-89.9% | $5,306-87.7% |