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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 | $29,308 | $85,169-65.6% | $172,755-83.0% | $72,983-59.8% |
| Participation rate | 39.3% | 70.1%-30.8pp | 82.6%-43.4pp | 69.5%-30.2pp |
| Annual return | 20.28% | 27.32%-7.0pp | 802.94%-782.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,435 | $3,260-25.3% | $5,198-53.1% | $3,608-32.5% |
| Admin fee / account holder | $996 | $5,880-83.1% | $13,955-92.9% | $5,124-80.6% |