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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 | $57,369 | $105,198-45.5% | $159,455-64.0% | $85,856-33.2% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.8%-52.1pp | 69.3%-38.5pp |
| Annual return | 12.85% | 45.08%-32.2pp | 263.63%-250.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,916 | $5,946-17.3% | $7,353-33.1% | $3,952+24.4% |
| Admin fee / account holder | $10,423 | $6,934+50.3% | $10,800-3.5% | $6,261+66.5% |