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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 | $31,278 | $102,422-69.5% | $147,117-78.7% | $80,959-61.4% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 33.19% | 135.16%-102.0pp | 420.54%-387.3pp | 35.67%-2.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,549 | $6,652-1.6% | $8,065-18.8% | $4,300+52.3% |
| Admin fee / account holder | $9,124 | $7,953+14.7% | $12,993-29.8% | $6,925+31.7% |