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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 | $34,914 | $162,529-78.5% | $130,788-73.3% | $154,746-77.4% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 13.05% | 510.48%-497.4pp | 386.44%-373.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,770 | $4,808-63.2% | $4,137-57.2% | $6,730-73.7% |
| Admin fee / account holder | $1,848 | $7,669-75.9% | $6,673-72.3% | $14,365-87.1% |