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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 | $102,422-73.5% | $147,117-81.5% | $80,959-66.5% |
| Participation rate | 33.8% | 75.9%-42.1pp | 82.2%-48.4pp | 67.7%-33.9pp |
| Annual return | 12.46% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,675 | $6,652-59.8% | $8,065-66.8% | $4,300-37.8% |
| Admin fee / account holder | $7,756 | $7,953-2.5% | $12,993-40.3% | $6,925+12.0% |