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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 | $56,319 | $99,079-43.2% | $78,002-27.8% | $273,972-79.4% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.5%-27.9pp | 83.0%-35.4pp |
| Annual return | 11.74% | 217.93%-206.2pp | 425.99%-414.3pp | 41.46%-29.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,359 | $4,306-45.2% | $3,497-32.5% | $5,287-55.4% |
| Admin fee / account holder | $6,613 | $8,954-26.1% | $5,481+20.7% | $10,133-34.7% |