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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 | $53,108 | $54,729-3.0% | $86,235-38.4% | $71,529-25.8% |
| Participation rate | 35.6% | 60.1%-24.5pp | 69.0%-33.4pp | 67.9%-32.3pp |
| Annual return | 19.38% | 20.07%-0.7pp | 1170.03%-1150.7pp | 28.97%-9.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,611 | $3,110-16.1% | $3,987-34.5% | $4,291-39.2% |
| Admin fee / account holder | $4,957 | $1,921+158.0% | $6,856-27.7% | $1,588+212.0% |