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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 | $32,384 | $102,422-68.4% | $147,117-78.0% | $80,959-60.0% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 13.40% | 135.16%-121.8pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,938 | $6,652+19.3% | $8,065-1.6% | $4,300+84.6% |
| Admin fee / account holder | $6,517 | $7,953-18.1% | $12,993-49.8% | $6,925-5.9% |