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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 | $30,665 | $102,385-70.0% | $147,080-79.2% | $80,935-62.1% |
| Participation rate | 41.1% | 75.9%-34.8pp | 82.2%-41.1pp | 67.7%-26.6pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,935 | $6,651-55.9% | $8,066-63.6% | $4,299-31.7% |
| Admin fee / account holder | $3,760 | $7,951-52.7% | $12,989-71.1% | $6,924-45.7% |