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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 | $55,569 | $59,456-6.5% | $93,669-40.7% | $74,429-25.3% |
| Participation rate | 44.4% | 59.6%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 16.81% | 82.00%-65.2pp | 133.59%-116.8pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,089 | $3,052+1.2% | $4,416-30.0% | $4,348-29.0% |
| Admin fee / account holder | $2,904 | $3,026-4.0% | $8,291-65.0% | $1,944+49.4% |