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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 | $115,409 | $78,690+46.7% | $161,489-28.5% | $87,485+31.9% |
| Participation rate | 36.5% | 67.5%-31.0pp | 78.7%-42.2pp | 68.9%-32.4pp |
| Annual return | 16.54% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,382 | $3,311-58.3% | $5,630-75.5% | $4,274-67.7% |
| Admin fee / account holder | $1,145 | $6,724-83.0% | $16,006-92.8% | $7,775-85.3% |