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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 | $43,730-18.8% | $66,674-46.7% | $64,097-44.6% |
| Participation rate | 35.5% | 50.7%-15.2pp | 73.7%-38.1pp | 55.2%-19.6pp |
| Annual return | 13.24% | 53.62%-40.4pp | 321.24%-308.0pp | 34.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,306 | $2,122-38.4% | $4,084-68.0% | $3,080-57.6% |
| Admin fee / account holder | $3,903 | $2,708+44.1% | $5,098-23.4% | $3,454+13.0% |