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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 | $35,521 | $47,105-24.6% | $68,368-48.0% | $67,986-47.8% |
| Participation rate | 35.5% | 51.8%-16.2pp | 73.8%-38.2pp | 57.2%-21.7pp |
| Annual return | 13.24% | 48.37%-35.1pp | 292.57%-279.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,306 | $2,374-45.0% | $4,123-68.3% | $3,358-61.1% |
| Admin fee / account holder | $3,903 | $2,435+60.3% | $5,150-24.2% | $3,203+21.8% |