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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 | $31,697 | $58,275-45.6% | $81,844-61.3% | $80,935-60.8% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 11.81% | 41.82%-30.0pp | 778.87%-767.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,177 | $3,285-33.7% | $4,323-49.6% | $4,299-49.4% |
| Admin fee / account holder | $1,400 | $4,749-70.5% | $7,355-81.0% | $6,924-79.8% |