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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 | $102,422-13.7% | $147,117-39.9% | $80,959+9.2% |
| Participation rate | 22.2% | 75.9%-53.7pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 15.52% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,360 | $6,652-49.5% | $8,065-58.3% | $4,300-21.9% |
| Admin fee / account holder | $2,620 | $7,953-67.1% | $12,993-79.8% | $6,925-62.2% |