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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 | $33,643 | $85,169-60.5% | $172,755-80.5% | $72,983-53.9% |
| Participation rate | 40.6% | 70.1%-29.4pp | 82.6%-42.0pp | 69.5%-28.9pp |
| Annual return | 24.84% | 27.32%-2.5pp | 802.94%-778.1pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,682 | $3,260-17.7% | $5,198-48.4% | $3,608-25.7% |
| Admin fee / account holder | $1,275 | $5,880-78.3% | $13,955-90.9% | $5,124-75.1% |