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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 | $39,445 | $100,060-60.6% | $149,721-73.7% | $70,126-43.8% |
| Participation rate | 48.8% | 83.6%-34.8pp | 87.1%-38.3pp | 69.5%-20.8pp |
| Annual return | 18.78% | 27.46%-8.7pp | 1501.67%-1482.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,355 | $4,982-32.7% | $6,568-48.9% | $3,332+0.7% |
| Admin fee / account holder | $5,055 | $8,285-39.0% | $11,282-55.2% | $4,645+8.8% |