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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 | $56,852 | $102,385-44.5% | $147,080-61.3% | $80,935-29.8% |
| Participation rate | 57.5% | 75.9%-18.4pp | 82.2%-24.7pp | 67.7%-10.2pp |
| Annual return | 17.35% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,752 | $6,651+76.7% | $8,066+45.7% | $4,299+173.3% |
| Admin fee / account holder | $3,043 | $7,951-61.7% | $12,989-76.6% | $6,924-56.1% |