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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 | $54,825 | $98,776-44.5% | $149,745-63.4% | $79,856-31.3% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.5%-60.3pp | 69.6%-47.4pp |
| Annual return | 25.48% | 27.38%-1.9pp | 276.72%-251.2pp | 31.71%-6.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,497 | $5,681-38.5% | $6,843-48.9% | $3,741-6.5% |
| Admin fee / account holder | $9,737 | $6,053+60.9% | $9,312+4.6% | $5,306+83.5% |