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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 | $32,792 | $126,113-74.0% | $116,096-71.8% | $155,188-78.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 17.28% | 391.72%-374.4pp | 326.25%-309.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,634 | $4,162+227.6% | $3,952+245.0% | $6,531+108.8% |
| Admin fee / account holder | $37,118 | $8,045+361.4% | $7,704+381.8% | $14,480+156.3% |