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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 | $38,846 | $85,766-54.7% | $136,298-71.5% | $70,126-44.6% |
| Participation rate | 51.4% | 74.2%-22.7pp | 81.9%-30.5pp | 69.5%-18.1pp |
| Annual return | 14.71% | 31.46%-16.7pp | 5156.27%-5141.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,834 | $5,051-43.9% | $6,247-54.6% | $3,332-15.0% |
| Admin fee / account holder | $947 | $5,421-82.5% | $9,244-89.8% | $4,645-79.6% |