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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 | $59,326 | $81,208-26.9% | $98,920-40.0% | $79,856-25.7% |
| Participation rate | 51.6% | 72.5%-20.9pp | 76.0%-24.5pp | 69.6%-18.1pp |
| Annual return | 14.63% | 60.99%-46.4pp | 196.47%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,065 | $3,265-36.8% | $4,245-51.4% | $3,741-44.8% |
| Admin fee / account holder | $1,967 | $6,013-67.3% | $6,643-70.4% | $5,306-62.9% |