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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 | $31,715 | $70,666-55.1% | $169,385-81.3% | $75,181-57.8% |
| Participation rate | 60.0% | 64.8%-4.8pp | 77.2%-17.2pp | 67.2%-7.2pp |
| Annual return | 47.31% | 36.37%+10.9pp | 405.82%-358.5pp | 160.69%-113.4pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,130 | $4,308-27.3% | $6,221-49.7% | $4,126-24.1% |
| Admin fee / account holder | $3,941 | $5,402-27.1% | $9,011-56.3% | $5,650-30.2% |