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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 | $56,033 | $102,422-45.3% | $147,117-61.9% | $80,959-30.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,019 | $6,652-24.5% | $8,065-37.8% | $4,300+16.7% |
| Admin fee / account holder | $1,367 | $7,953-82.8% | $12,993-89.5% | $6,925-80.3% |