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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 | $35,327 | $102,429-65.5% | $147,096-76.0% | $80,925-56.3% |
| Participation rate | 44.9% | 75.9%-31.0pp | 82.2%-37.3pp | 67.7%-22.8pp |
| Annual return | 12.39% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,719 | $6,649-14.0% | $8,071-29.1% | $4,299+33.0% |
| Admin fee / account holder | $2,821 | $7,957-64.5% | $13,005-78.3% | $6,940-59.4% |