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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 | $49,100 | $102,422-52.1% | $147,117-66.6% | $80,959-39.4% |
| Participation rate | 43.5% | 75.9%-32.4pp | 82.2%-38.7pp | 67.7%-24.2pp |
| Annual return | 14.43% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,223 | $6,652-6.5% | $8,065-22.8% | $4,300+44.7% |
| Admin fee / account holder | $2,845 | $7,953-64.2% | $12,993-78.1% | $6,925-58.9% |