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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 | $29,741 | $102,385-71.0% | $147,080-79.8% | $80,935-63.3% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 17.30% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,515 | $6,651+13.0% | $8,066-6.8% | $4,299+74.8% |
| Admin fee / account holder | $11,016 | $7,951+38.5% | $12,989-15.2% | $6,924+59.1% |