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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 | $102,393-72.3% | $147,041-80.7% | $80,911-64.9% |
| Participation rate | 28.1% | 75.9%-47.8pp | 82.2%-54.1pp | 67.6%-39.6pp |
| Annual return | 15.15% | 134.95%-119.8pp | 419.21%-404.1pp | 35.63%-20.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,087 | $6,647-53.6% | $8,071-61.8% | $4,297-28.2% |
| Admin fee / account holder | $4,447 | $7,943-44.0% | $13,006-65.8% | $6,935-35.9% |