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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 | $38,035 | $77,908-51.2% | $149,696-74.6% | $75,173-49.4% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 71.70% | 31.73%+40.0pp | 134.46%-62.8pp | 160.72%-89.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,818 | $3,411-17.4% | $5,682-50.4% | $4,126-31.7% |
| Admin fee / account holder | $1,026 | $5,950-82.8% | $13,212-92.2% | $5,651-81.8% |