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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 | $71,220 | $102,382-30.4% | $147,005-51.6% | $80,874-11.9% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.2%-41.7pp | 67.6%-27.2pp |
| Annual return | 14.70% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,406 | $6,646-48.8% | $8,070-57.8% | $4,297-20.7% |
| Admin fee / account holder | $1,828 | $7,942-77.0% | $13,006-85.9% | $6,935-73.6% |