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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 | $54,591 | $102,385-46.7% | $147,080-62.9% | $80,935-32.6% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 16.22% | 135.09%-118.9pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,027 | $6,651+5.7% | $8,066-12.9% | $4,299+63.4% |
| Admin fee / account holder | $381 | $7,951-95.2% | $12,989-97.1% | $6,924-94.5% |