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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 | $53,562 | $99,957-46.4% | $149,745-64.2% | $73,497-27.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.5%-32.5pp | 70.7%-20.7pp |
| Annual return | 16.09% | 53.87%-37.8pp | 276.72%-260.6pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,234 | $6,073+2.7% | $6,843-8.9% | $3,740+66.7% |
| Admin fee / account holder | $8,104 | $551+1371.6% | $9,312-13.0% | $513+1479.5% |