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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 | $44,104 | $102,422-56.9% | $147,117-70.0% | $80,959-45.5% |
| Participation rate | 51.4% | 75.9%-24.5pp | 82.2%-30.8pp | 67.7%-16.3pp |
| Annual return | 18.98% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,839 | $6,652-12.2% | $8,065-27.6% | $4,300+35.8% |
| Admin fee / account holder | $1,074 | $7,953-86.5% | $12,993-91.7% | $6,925-84.5% |