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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 | $102,429-30.5% | $147,096-51.6% | $80,925-12.0% |
| Participation rate | 40.4% | 75.9%-35.4pp | 82.2%-41.8pp | 67.7%-27.2pp |
| Annual return | 14.70% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,406 | $6,649-48.8% | $8,071-57.8% | $4,299-20.8% |
| Admin fee / account holder | $1,828 | $7,957-77.0% | $13,005-85.9% | $6,940-73.7% |