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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 | $58,258-31.8% | $81,820-51.4% | $80,925-50.9% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 16.96% | 41.76%-24.8pp | 777.93%-761.0pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,963 | $3,284-9.8% | $4,323-31.5% | $4,299-31.1% |
| Admin fee / account holder | $1,976 | $4,976-60.3% | $7,391-73.3% | $6,940-71.5% |