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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 | $71,948 | $85,171-15.5% | $172,753-58.4% | $72,976-1.4% |
| Participation rate | 43.8% | 70.1%-26.3pp | 82.6%-38.9pp | 69.5%-25.7pp |
| Annual return | 16.46% | 27.32%-10.9pp | 803.00%-786.5pp | 81.02%-64.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,321 | $3,260-28.8% | $5,198-55.3% | $3,608-35.7% |
| Admin fee / account holder | $2,754 | $5,880-53.2% | $13,956-80.3% | $5,124-46.2% |