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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 | $34,806 | $102,422-66.0% | $147,117-76.3% | $80,959-57.0% |
| Participation rate | 31.4% | 75.9%-44.5pp | 82.2%-50.8pp | 67.7%-36.3pp |
| Annual return | 25.95% | 135.16%-109.2pp | 420.54%-394.6pp | 35.67%-9.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,998 | $6,652-39.9% | $8,065-50.4% | $4,300-7.0% |
| Admin fee / account holder | $380 | $7,953-95.2% | $12,993-97.1% | $6,925-94.5% |