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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 | $47,794 | $56,431-15.3% | $130,788-63.5% | $87,485-45.4% |
| Participation rate | 27.0% | 58.9%-31.9pp | 70.1%-43.1pp | 68.9%-41.9pp |
| Annual return | 13.18% | 91.27%-78.1pp | 386.44%-373.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,668 | $2,749-39.3% | $4,137-59.7% | $4,274-61.0% |
| Admin fee / account holder | $3,183 | $4,433-28.2% | $6,673-52.3% | $7,775-59.1% |