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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 | $55,831 | $132,634-57.9% | $115,768-51.8% | $137,256-59.3% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.4%-10.1pp | 80.0%-15.7pp |
| Annual return | 12.30% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,813 | $5,619-67.7% | $4,917-63.1% | $6,407-71.7% |
| Admin fee / account holder | $29,554 | $15,028+96.7% | $12,439+137.6% | $12,270+140.9% |