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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 | $49,891-23.7% | $80,607-52.8% | $75,181-49.4% |
| Participation rate | 44.4% | 55.3%-10.9pp | 67.0%-22.6pp | 67.2%-22.8pp |
| Annual return | 16.06% | 34.67%-18.6pp | 936.11%-920.0pp | 160.69%-144.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,513 | $2,991-49.4% | $4,448-66.0% | $4,126-63.3% |
| Admin fee / account holder | $3,495 | $3,578-2.3% | $5,379-35.0% | $5,650-38.1% |