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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 | $49,803 | $85,171-41.5% | $172,752-71.2% | $72,975-31.8% |
| Participation rate | 40.9% | 70.1%-29.2pp | 82.6%-41.7pp | 69.5%-28.6pp |
| Annual return | 21.56% | 27.32%-5.8pp | 802.97%-781.4pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,037 | $3,260-37.5% | $5,198-60.8% | $3,608-43.6% |
| Admin fee / account holder | $7,564 | $5,880+28.6% | $13,955-45.8% | $5,124+47.6% |