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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 | $38,806 | $95,601-59.4% | $77,183-49.7% | $139,456-72.2% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.49% | 54.96%-45.5pp | 37.89%-28.4pp | 373.45%-364.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,625 | $4,623+21.7% | $3,833+46.8% | $6,711-16.2% |
| Admin fee / account holder | $569 | $8,302-93.1% | $5,475-89.6% | $11,407-95.0% |