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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 | $31,673 | $165,912-80.9% | $122,342-74.1% | $147,585-78.5% |
| Participation rate | 58.3% | 79.6%-21.2pp | 71.6%-13.3pp | 82.8%-24.5pp |
| Annual return | 26.31% | 34.55%-8.2pp | 30.28%-4.0pp | 578.57%-552.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,745 | $4,005-6.5% | $3,287+13.9% | $5,439-31.1% |
| Admin fee / account holder | $660 | $7,424-91.1% | $5,478-87.9% | $10,885-93.9% |