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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 | $51,188 | $56,116-8.8% | $135,768-62.3% | $86,983-41.2% |
| Participation rate | 15.3% | 60.1%-44.9pp | 71.1%-55.8pp | 69.5%-54.3pp |
| Annual return | 16.81% | 125.33%-108.5pp | 526.10%-509.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $968 | $2,690-64.0% | $3,977-75.7% | $4,194-76.9% |
| Admin fee / account holder | $543 | $4,314-87.4% | $7,048-92.3% | $7,856-93.1% |