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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 | $66,829 | $101,063-33.9% | $81,473-18.0% | $147,586-54.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 15.55% | 32.41%-16.9pp | 38.78%-23.2pp | 578.59%-563.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,001 | $4,242-76.4% | $3,537-71.7% | $5,439-81.6% |
| Admin fee / account holder | $11,101 | $5,812+91.0% | $4,561+143.4% | $10,886+2.0% |