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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 | $102,422-30.5% | $147,117-51.6% | $80,959-12.0% |
| Participation rate | 40.4% | 75.9%-35.4pp | 82.2%-41.8pp | 67.7%-27.2pp |
| Annual return | 14.70% | 135.16%-120.5pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,406 | $6,652-48.8% | $8,065-57.8% | $4,300-20.8% |
| Admin fee / account holder | $1,828 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |