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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 | $37,493 | $38,365-2.3% | $84,623-55.7% | $65,185-42.5% |
| Participation rate | 40.9% | 55.7%-14.7pp | 68.2%-27.3pp | 70.2%-29.3pp |
| Annual return | 20.81% | 32.00%-11.2pp | 258.77%-238.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $981 | $2,278-56.9% | $3,899-74.8% | $3,514-72.1% |
| Admin fee / account holder | $2,421 | $451+436.3% | $4,913-50.7% | $847+185.7% |