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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 | $39,625 | $58,234-32.0% | $81,783-51.5% | $80,874-51.0% |
| Participation rate | 13.2% | 63.4%-50.3pp | 72.4%-59.2pp | 67.6%-54.5pp |
| Annual return | 16.64% | 41.70%-25.1pp | 775.05%-758.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $920 | $3,283-72.0% | $4,320-78.7% | $4,297-78.6% |
| Admin fee / account holder | $635 | $4,982-87.3% | $7,380-91.4% | $6,935-90.8% |