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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 | $54,094 | $39,028+38.6% | $80,741-33.0% | $85,847-37.0% |
| Participation rate | 28.3% | 41.6%-13.2pp | 54.2%-25.8pp | 69.3%-41.0pp |
| Annual return | 21.61% | 26.31%-4.7pp | 87.30%-65.7pp | 318.61%-297.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $822 | $1,326-38.0% | $2,145-61.7% | $3,952-79.2% |
| Admin fee / account holder | $453 | $2,429-81.3% | $3,380-86.6% | $6,261-92.8% |