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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 | $31,807 | $68,097-53.3% | $62,929-49.5% | $137,256-76.8% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.0%-10.7pp |
| Annual return | 16.37% | 1859.11%-1842.7pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,723 | $4,553-40.2% | $3,888-30.0% | $6,407-57.5% |
| Admin fee / account holder | $1,023 | $6,521-84.3% | $5,065-79.8% | $12,270-91.7% |