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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 | $47,802 | $61,787-22.6% | $97,197-50.8% | $80,925-40.9% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.7%-15.5pp | 67.7%-10.5pp |
| Annual return | 13.86% | -558.16%+572.0pp | 75.47%-61.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,257 | $3,027+7.6% | $4,263-23.6% | $4,299-24.2% |
| Admin fee / account holder | $1,586 | $5,170-69.3% | $5,637-71.9% | $6,940-77.2% |