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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 | $35,619 | $102,422-65.2% | $147,117-75.8% | $80,959-56.0% |
| Participation rate | 18.6% | 75.9%-57.3pp | 82.2%-63.6pp | 67.7%-49.1pp |
| Annual return | 17.82% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,148 | $6,652-52.7% | $8,065-61.0% | $4,300-26.8% |
| Admin fee / account holder | $3,288 | $7,953-58.7% | $12,993-74.7% | $6,925-52.5% |