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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 | $88,395 | $102,382-13.7% | $147,005-39.9% | $80,874+9.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.2%-59.9pp | 67.6%-45.4pp |
| Annual return | 15.52% | 134.89%-119.4pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,360 | $6,646-49.4% | $8,070-58.4% | $4,297-21.8% |
| Admin fee / account holder | $2,620 | $7,942-67.0% | $13,006-79.9% | $6,935-62.2% |