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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 | $31,321 | $102,422-69.4% | $147,117-78.7% | $80,959-61.3% |
| Participation rate | 19.4% | 75.9%-56.5pp | 82.2%-62.8pp | 67.7%-48.3pp |
| Annual return | 13.60% | 135.16%-121.6pp | 420.54%-406.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,159 | $6,652-52.5% | $8,065-60.8% | $4,300-26.5% |
| Admin fee / account holder | $4,906 | $7,953-38.3% | $12,993-62.2% | $6,925-29.2% |