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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 | $80,911 | $105,210-23.1% | $159,487-49.3% | $85,851-5.8% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.8%-39.4pp | 69.3%-25.9pp |
| Annual return | 13.32% | 45.08%-31.8pp | 263.71%-250.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,948 | $5,946-50.4% | $7,354-59.9% | $3,952-25.4% |
| Admin fee / account holder | $36,698 | $6,934+429.2% | $10,804+239.7% | $6,261+486.1% |