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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 | $33,435 | $99,079-66.3% | $78,002-57.1% | $273,972-87.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 12.27% | 217.93%-205.7pp | 425.99%-413.7pp | 41.46%-29.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,289 | $4,306-46.8% | $3,497-34.5% | $5,287-56.7% |
| Admin fee / account holder | $1,437 | $8,954-83.9% | $5,481-73.8% | $10,133-85.8% |