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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 | $39,556 | $102,385-61.4% | $147,080-73.1% | $80,935-51.1% |
| Participation rate | 16.7% | 75.9%-59.2pp | 82.2%-65.5pp | 67.7%-51.0pp |
| Annual return | 14.02% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,979 | $6,651-55.2% | $8,066-63.1% | $4,299-30.7% |
| Admin fee / account holder | $2,430 | $7,951-69.4% | $12,989-81.3% | $6,924-64.9% |