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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 | $34,187 | $63,346-46.0% | $92,240-62.9% | $70,126-51.2% |
| Participation rate | 48.4% | 68.7%-20.3pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 28.96% | 530.19%-501.2pp | 176.29%-147.3pp | 73.15%-44.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,263 | $2,854+84.4% | $3,897+35.0% | $3,332+58.0% |
| Admin fee / account holder | $1,132 | $3,841-70.5% | $5,194-78.2% | $4,645-75.6% |