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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 | $53,411 | $28,624+86.6% | $53,647-0.4% | $82,637-35.4% |
| Participation rate | 17.2% | 47.3%-30.0pp | 56.3%-39.0pp | 68.1%-50.8pp |
| Annual return | 15.05% | 664.98%-649.9pp | 358.33%-343.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,279 | $1,196+6.9% | $1,813-29.5% | $4,126-69.0% |
| Admin fee / account holder | $1,264 | $2,022-37.5% | $2,460-48.6% | $7,339-82.8% |