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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 | $42,873 | $102,422-58.1% | $147,117-70.9% | $80,959-47.0% |
| Participation rate | 37.6% | 75.9%-38.2pp | 82.2%-44.5pp | 67.7%-30.0pp |
| Annual return | 25.26% | 135.16%-109.9pp | 420.54%-395.3pp | 35.67%-10.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,012 | $6,652-39.7% | $8,065-50.3% | $4,300-6.7% |
| Admin fee / account holder | $3,970 | $7,953-50.1% | $12,993-69.4% | $6,925-42.7% |