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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 | $37,876 | $105,210-64.0% | $159,487-76.3% | $85,851-55.9% |
| Participation rate | 19.4% | 75.8%-56.3pp | 82.8%-63.4pp | 69.3%-49.9pp |
| Annual return | 29.19% | 45.08%-15.9pp | 263.71%-234.5pp | 318.63%-289.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,891 | $5,946-51.4% | $7,354-60.7% | $3,952-26.8% |
| Admin fee / account holder | $5,339 | $6,934-23.0% | $10,804-50.6% | $6,261-14.7% |