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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 | $52,435 | $63,346-17.2% | $92,239-43.2% | $70,124-25.2% |
| Participation rate | 61.1% | 68.7%-7.6pp | 76.5%-15.4pp | 69.5%-8.4pp |
| Annual return | 15.69% | 530.19%-514.5pp | 176.29%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,011 | $2,854-29.5% | $3,897-48.4% | $3,332-39.6% |
| Admin fee / account holder | $635 | $3,841-83.5% | $5,194-87.8% | $4,645-86.3% |