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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 | $33,740 | $85,169-60.4% | $172,755-80.5% | $72,983-53.8% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.6%-27.6pp | 69.5%-14.5pp |
| Annual return | 25.37% | 27.32%-2.0pp | 802.94%-777.6pp | 81.01%-55.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,975 | $3,260+21.9% | $5,198-23.5% | $3,608+10.2% |
| Admin fee / account holder | $691 | $5,880-88.2% | $13,955-95.0% | $5,124-86.5% |