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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 | $60,908 | $61,787-1.4% | $97,197-37.3% | $80,925-24.7% |
| Participation rate | 41.3% | 63.5%-22.2pp | 72.7%-31.4pp | 67.7%-26.4pp |
| Annual return | 13.60% | -558.16%+571.8pp | 75.47%-61.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $555 | $1,836-69.8% | $2,723-79.6% | $2,756-79.9% |
| Participant deferral / active EE | $2,331 | $3,027-23.0% | $4,263-45.3% | $4,299-45.8% |
| Admin fee / account holder | $7,527 | $5,170+45.6% | $5,637+33.5% | $6,940+8.5% |