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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 | $17,885 | $75,959-76.5% | $154,114-88.4% | $64,181-72.1% |
| Participation rate | 33.9% | 70.4%-36.5pp | 83.0%-49.2pp | 69.6%-35.7pp |
| Annual return | 20.64% | 30.32%-9.7pp | 735.16%-714.5pp | 7.63%+13.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,185 | $3,175+0.3% | $5,081-37.3% | $3,470-8.2% |
| Admin fee / account holder | $362 | $5,589-93.5% | $13,411-97.3% | $4,887-92.6% |