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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 | $57,399 | $132,634-56.7% | $115,768-50.4% | $137,256-58.2% |
| Participation rate | 30.8% | 77.9%-47.1pp | 74.4%-43.6pp | 80.0%-49.2pp |
| Annual return | 11.93% | 160.70%-148.8pp | 100.46%-88.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,484 | $5,619-55.8% | $4,917-49.5% | $6,407-61.2% |
| Admin fee / account holder | $9,902 | $15,028-34.1% | $12,439-20.4% | $12,270-19.3% |