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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 | $55,979 | $82,133-31.8% | $147,318-62.0% | $64,097-12.7% |
| Participation rate | 51.0% | 62.3%-11.3pp | 82.1%-31.1pp | 55.2%-4.2pp |
| Annual return | 16.03% | 78.78%-62.8pp | 70.43%-54.4pp | 34.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,959 | $5,407-45.3% | $7,906-62.6% | $3,080-3.9% |
| Admin fee / account holder | $779 | $3,730-79.1% | $13,708-94.3% | $3,454-77.5% |