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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 | $34,328 | $58,311-41.1% | $81,882-58.1% | $80,959-57.6% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 12.17% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,078 | $3,287-67.2% | $4,323-75.1% | $4,300-74.9% |
| Admin fee / account holder | $2,758 | $4,752-42.0% | $7,360-62.5% | $6,925-60.2% |