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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 | $53,416 | $58,311-8.4% | $81,882-34.8% | $80,959-34.0% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 16.87% | 41.85%-25.0pp | 779.47%-762.6pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,015 | $3,287-38.7% | $4,323-53.4% | $4,300-53.1% |
| Admin fee / account holder | $3,115 | $4,752-34.4% | $7,360-57.7% | $6,925-55.0% |