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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 | $39,739 | $58,311-31.8% | $81,882-51.5% | $80,959-50.9% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 16.96% | 41.85%-24.9pp | 779.47%-762.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,963 | $3,287-9.9% | $4,323-31.5% | $4,300-31.1% |
| Admin fee / account holder | $1,976 | $4,752-58.4% | $7,360-73.2% | $6,925-71.5% |