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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 | $34,505 | $56,116-38.5% | $135,768-74.6% | $86,983-60.3% |
| Participation rate | 21.3% | 60.1%-38.8pp | 71.1%-49.7pp | 69.5%-48.2pp |
| Annual return | 25.27% | 125.33%-100.1pp | 526.10%-500.8pp | 25.83%-0.6pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,514 | $2,690-43.7% | $3,977-61.9% | $4,194-63.9% |
| Admin fee / account holder | $2,976 | $4,314-31.0% | $7,048-57.8% | $7,856-62.1% |