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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 | $31,861 | $102,422-68.9% | $147,117-78.3% | $80,959-60.6% |
| Participation rate | 30.8% | 75.9%-45.1pp | 82.2%-51.4pp | 67.7%-36.9pp |
| Annual return | 14.59% | 135.16%-120.6pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,704 | $6,652-59.3% | $8,065-66.5% | $4,300-37.1% |
| Admin fee / account holder | $3,145 | $7,953-60.5% | $12,993-75.8% | $6,925-54.6% |