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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 | $47,887 | $82,133-41.7% | $147,318-67.5% | $64,097-25.3% |
| Participation rate | 22.6% | 62.3%-39.6pp | 82.1%-59.4pp | 55.2%-32.6pp |
| Annual return | 14.67% | 78.78%-64.1pp | 70.43%-55.8pp | 34.64%-20.0pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,648 | $5,407-69.5% | $7,906-79.2% | $3,080-46.5% |
| Admin fee / account holder | $2,149 | $3,730-42.4% | $13,708-84.3% | $3,454-37.8% |