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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 | $50,412 | $53,063-5.0% | $124,206-59.4% | $82,637-39.0% |
| Participation rate | 30.5% | 58.4%-27.9pp | 69.6%-39.1pp | 68.1%-37.5pp |
| Annual return | 15.98% | 68.87%-52.9pp | 515.27%-499.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,611 | $2,644-39.1% | $3,968-59.4% | $4,126-61.0% |
| Admin fee / account holder | $1,250 | $4,281-70.8% | $5,929-78.9% | $7,339-83.0% |