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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 | $38,223 | $102,429-62.7% | $147,096-74.0% | $80,925-52.8% |
| Participation rate | 43.8% | 75.9%-32.1pp | 82.2%-38.4pp | 67.7%-23.9pp |
| Annual return | 14.33% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,102 | $6,649-38.3% | $8,071-49.2% | $4,299-4.6% |
| Admin fee / account holder | $3,595 | $7,957-54.8% | $13,005-72.4% | $6,940-48.2% |