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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 | $57,319 | $53,774+6.6% | $134,162-57.3% | $79,852-28.2% |
| Participation rate | 47.1% | 58.8%-11.7pp | 72.2%-25.1pp | 69.6%-22.6pp |
| Annual return | 247.73% | 19.01%+228.7pp | 36.35%+211.4pp | 31.72%+216.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,817 | $2,420-24.9% | $3,500-48.1% | $3,740-51.4% |
| Admin fee / account holder | $3,586 | $3,985-10.0% | $6,685-46.4% | $5,306-32.4% |