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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 | $28,440 | $89,370-68.2% | $141,197-79.9% | $72,976-61.0% |
| Participation rate | 36.0% | 75.1%-39.1pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 23.43% | 111.88%-88.4pp | 71.41%-48.0pp | 81.02%-57.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,957 | $5,419+9.9% | $6,710-11.2% | $3,608+65.1% |
| Admin fee / account holder | $7,365 | $5,957+23.6% | $10,265-28.3% | $5,124+43.7% |