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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 | $28,383 | $102,422-72.3% | $147,117-80.7% | $80,959-64.9% |
| Participation rate | 28.1% | 75.9%-47.8pp | 82.2%-54.1pp | 67.7%-39.6pp |
| Annual return | 15.15% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,087 | $6,652-53.6% | $8,065-61.7% | $4,300-28.2% |
| Admin fee / account holder | $4,447 | $7,953-44.1% | $12,993-65.8% | $6,925-35.8% |