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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 | $57,023 | $100,060-43.0% | $149,721-61.9% | $70,126-18.7% |
| Participation rate | 40.0% | 83.6%-43.6pp | 87.1%-47.1pp | 69.5%-29.5pp |
| Annual return | 15.07% | 27.46%-12.4pp | 1501.67%-1486.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,391 | $4,982-52.0% | $6,568-63.6% | $3,332-28.2% |
| Admin fee / account holder | $5,534 | $8,285-33.2% | $11,282-50.9% | $4,645+19.1% |