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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 | $38,043 | $49,896-23.8% | $80,627-52.8% | $75,173-49.4% |
| Participation rate | 44.4% | 55.3%-10.9pp | 67.0%-22.6pp | 67.2%-22.8pp |
| Annual return | 16.06% | 34.67%-18.6pp | 936.76%-920.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,513 | $2,992-49.4% | $4,443-65.9% | $4,126-63.3% |
| Admin fee / account holder | $3,495 | $3,578-2.3% | $5,381-35.0% | $5,651-38.1% |