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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 | $27,128 | $85,169-68.1% | $172,755-84.3% | $72,983-62.8% |
| Participation rate | 37.5% | 70.1%-32.6pp | 82.6%-45.1pp | 69.5%-32.0pp |
| Annual return | 21.75% | 27.32%-5.6pp | 802.94%-781.2pp | 81.01%-59.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,078 | $3,260-5.6% | $5,198-40.8% | $3,608-14.7% |
| Admin fee / account holder | $940 | $5,880-84.0% | $13,955-93.3% | $5,124-81.6% |