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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 | $51,360 | $69,477-26.1% | $94,679-45.8% | $71,495-28.2% |
| Participation rate | 64.5% | 78.4%-14.0pp | 80.8%-16.3pp | 67.9%-3.4pp |
| Annual return | 0.00% | 29.66%-29.7pp | 156.75%-156.8pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,623 | $7,345-37.1% | $7,417-37.7% | $4,291+7.7% |
| Admin fee / account holder | $8,314 | $1,210+587.3% | $7,233+14.9% | $1,588+423.6% |