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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 | $27,149 | $102,382-73.5% | $147,005-81.5% | $80,874-66.4% |
| Participation rate | 33.8% | 75.8%-42.1pp | 82.2%-48.4pp | 67.6%-33.9pp |
| Annual return | 12.46% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,675 | $6,646-59.7% | $8,070-66.8% | $4,297-37.7% |
| Admin fee / account holder | $7,756 | $7,942-2.3% | $13,006-40.4% | $6,935+11.8% |